-71.4%
OPEN vs VO
+16.3%
-87.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.9% | +12.9% | +11.2% |
| 7D | +3.7% | +1.0% | +2.7% | +1.0% |
| 30D | -14.3% | +2.6% | -16.9% | -20.3% |
| 3M | -51.9% | -0.3% | -51.7% | -51.0% |
| 6M | -61.4% | +7.6% | -69.0% | -68.0% |
| YTD | -66.0% | +14.7% | -80.8% | -77.0% |
| 1Y | -71.4% | +16.4% | -87.8% | -81.8% |
| All | -71.4% | +16.3% | -87.7% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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