-86.9%
OPEN vs VO
+118.2%
-205.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | -6.7% |
| 7D | -21.7% | -0.1% | -21.5% | -21.1% |
| 30D | -36.5% | +0.5% | -37.0% | -36.8% |
| 3M | -59.5% | -1.0% | -58.5% | -58.0% |
| 6M | -71.9% | +6.4% | -78.3% | -75.7% |
| YTD | -75.8% | +13.6% | -89.4% | -82.2% |
| 1Y | -78.5% | +14.5% | -93.0% | -84.4% |
| 3Y | -30.2% | +67.2% | -97.4% | -80.2% |
| 5Y | -93.3% | +36.1% | -129.4% | -96.2% |
| All | -86.9% | +118.2% | -205.2% | -95.5% |
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