-73.5%
OPEN vs VNQ
+7.2%
-80.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -1.0% |
| 7D | -11.4% | -1.3% | -10.2% | -10.4% |
| 30D | -20.1% | -2.6% | -17.5% | -18.0% |
| 3M | -37.6% | -2.0% | -35.6% | -36.6% |
| 6M | -47.1% | +4.3% | -51.4% | -50.6% |
| YTD | -52.1% | +9.2% | -61.4% | -58.2% |
| 1Y | -73.5% | +5.6% | -79.1% | -80.5% |
| All | -73.5% | +7.2% | -80.7% | -80.5% |
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