-70.8%
OPEN vs VO
+119.4%
-190.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +1.2% |
| 7D | -4.3% | -0.3% | -4.0% | -3.5% |
| 30D | -16.2% | -0.3% | -15.9% | -15.1% |
| 3M | -36.4% | +2.9% | -39.3% | -40.5% |
| 6M | -35.5% | +9.3% | -44.8% | -48.7% |
| YTD | -46.0% | +14.2% | -60.2% | -61.2% |
| 1Y | -47.1% | +15.3% | -62.4% | -62.0% |
| 3Y | -19.0% | +56.2% | -75.3% | -72.2% |
| 5Y | -83.6% | +42.4% | -126.0% | -91.5% |
| All | -70.8% | +119.4% | -190.2% | -90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling