-87.0%
OPEN vs VO
+112.4%
-199.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.1% | -21.6% | -21.4% |
| 7D | -22.2% | -2.6% | -19.7% | -16.0% |
| 30D | -38.3% | -0.9% | -37.4% | -36.0% |
| 3M | -59.4% | -3.0% | -56.4% | -55.2% |
| 6M | -74.4% | +2.2% | -76.6% | -75.2% |
| YTD | -76.0% | +10.6% | -86.6% | -81.0% |
| 1Y | -78.7% | +12.5% | -91.2% | -83.7% |
| 3Y | -30.0% | +61.4% | -91.4% | -78.0% |
| 5Y | -93.7% | +33.4% | -127.1% | -96.2% |
| All | -87.0% | +112.4% | -199.5% | -95.2% |
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