-24.1%
OPEN vs VNQ
+29.8%
-53.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -4.9% |
| 7D | -10.5% | -2.6% | -7.9% | -5.4% |
| 30D | -21.8% | -2.3% | -19.4% | -17.6% |
| 3M | -37.5% | -2.8% | -34.7% | -34.5% |
| 6M | -44.1% | +2.5% | -46.6% | -48.5% |
| YTD | -52.0% | +8.4% | -60.4% | -61.2% |
| 1Y | -52.2% | +6.8% | -59.0% | -59.5% |
| All | -24.1% | +29.8% | -53.9% | -56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling