-47.1%
OPEN vs VNQ
+9.6%
-56.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.8% |
| 7D | -4.3% | -1.3% | -3.0% | -2.2% |
| 30D | -16.2% | -2.9% | -13.3% | -11.7% |
| 3M | -36.4% | +0.8% | -37.2% | -38.6% |
| 6M | -35.5% | +2.5% | -37.9% | -40.5% |
| YTD | -46.0% | +10.6% | -56.6% | -63.7% |
| 1Y | -47.1% | +9.1% | -56.2% | -62.2% |
| All | -47.1% | +9.6% | -56.7% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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