-83.6%
OPEN vs VMC
+0.8%
-84.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.7% | -6.4% | -6.5% |
| 7D | -24.7% | +1.1% | -25.9% | -24.7% |
| 30D | -41.0% | +17.7% | -58.7% | -46.9% |
| 3M | -62.4% | +1.1% | -63.4% | -62.7% |
| 6M | -73.9% | +1.8% | -75.7% | -74.5% |
| YTD | -77.5% | +1.5% | -79.0% | -79.7% |
| 1Y | -83.6% | -1.1% | -82.4% | -84.7% |
| All | -83.6% | +0.8% | -84.4% | -84.7% |
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