-71.4%
OPEN vs VSH
+62.1%
-133.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -5.1% | +18.9% | +15.2% |
| 7D | +3.7% | -13.6% | +17.3% | +7.8% |
| 30D | -14.3% | -30.4% | +16.1% | -5.0% |
| 3M | -51.9% | -33.3% | -18.7% | -46.4% |
| 6M | -61.4% | -15.1% | -46.3% | -65.3% |
| YTD | -66.0% | +80.2% | -146.3% | -83.0% |
| 1Y | -71.4% | +63.4% | -134.7% | -84.1% |
| All | -71.4% | +62.1% | -133.4% | -84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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