-47.1%
OPEN vs VMC
-8.5%
-38.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.1% |
| 7D | -4.3% | -4.3% | +0.1% | -0.5% |
| 30D | -16.2% | -8.2% | -8.0% | -9.7% |
| 3M | -36.4% | -7.0% | -29.3% | -33.3% |
| 6M | -35.5% | -10.8% | -24.7% | -29.4% |
| YTD | -46.0% | -7.4% | -38.6% | -49.6% |
| 1Y | -47.1% | -9.5% | -37.7% | -51.1% |
| All | -47.1% | -8.5% | -38.6% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling