-85.1%
OPEN vs VNQ
+5.5%
-90.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -4.7% |
| 7D | -10.5% | -2.6% | -7.9% | -4.9% |
| 30D | -21.8% | -2.3% | -19.4% | -17.2% |
| 3M | -37.5% | -2.8% | -34.7% | -34.2% |
| 6M | -44.1% | +2.5% | -46.6% | -48.7% |
| YTD | -52.0% | +8.4% | -60.4% | -61.6% |
| 1Y | -52.2% | +6.8% | -59.0% | -59.8% |
| 3Y | -25.9% | +29.9% | -55.9% | -58.8% |
| 5Y | -85.1% | +7.2% | -92.3% | -84.9% |
| All | -85.1% | +5.5% | -90.6% | -84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling