-86.9%
OPEN vs VMC
+158.2%
-245.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | -1.7% |
| 7D | -21.7% | +0.1% | -21.8% | -21.1% |
| 30D | -36.5% | +18.3% | -54.8% | -46.2% |
| 3M | -59.5% | +1.9% | -61.4% | -60.1% |
| 6M | -71.9% | +2.4% | -74.3% | -72.9% |
| YTD | -75.8% | +2.1% | -77.9% | -77.0% |
| 1Y | -78.5% | +1.5% | -80.0% | -79.3% |
| 3Y | -30.2% | +41.5% | -71.7% | -51.7% |
| 5Y | -93.3% | +46.4% | -139.6% | -95.7% |
| All | -86.9% | +158.2% | -245.2% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling