-83.6%
OPEN vs VMC
+52.4%
-136.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -0.5% |
| 7D | +1.0% | -0.5% | +1.5% | +1.6% |
| 30D | -11.9% | -9.1% | -2.8% | -0.7% |
| 3M | -28.8% | -4.1% | -24.6% | -26.7% |
| 6M | -38.6% | -5.5% | -33.1% | -37.0% |
| YTD | -47.3% | -8.9% | -38.4% | -44.0% |
| 1Y | -49.2% | -12.9% | -36.2% | -42.1% |
| 3Y | -18.8% | +22.1% | -40.9% | -43.7% |
| 5Y | -83.6% | +52.7% | -136.3% | -90.6% |
| All | -83.6% | +52.4% | -136.0% | -90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling