-83.6%
OPEN vs VSH
+86.1%
-169.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.4% | -8.5% | -7.5% |
| 7D | -24.7% | -1.6% | -23.1% | -24.8% |
| 30D | -41.0% | -21.3% | -19.7% | -37.2% |
| 3M | -62.4% | -18.9% | -43.5% | -60.6% |
| 6M | -73.9% | -21.4% | -52.4% | -75.1% |
| YTD | -77.5% | +86.8% | -164.4% | -88.7% |
| 1Y | -83.6% | +85.8% | -169.3% | -91.7% |
| All | -83.6% | +86.1% | -169.7% | -91.7% |
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