+17.5%
OPEN vs VLTO
+27.2%
-9.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +2.0% |
| 7D | -4.3% | -2.3% | -2.0% | -2.3% |
| 30D | -16.2% | -0.9% | -15.3% | -15.5% |
| 3M | -36.4% | +13.8% | -50.2% | -44.4% |
| 6M | -35.5% | +2.0% | -37.5% | -37.3% |
| YTD | -46.0% | -3.2% | -42.8% | -44.9% |
| 1Y | -47.1% | -9.2% | -38.0% | -41.8% |
| All | +17.5% | +27.2% | -9.7% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling