-49.8%
OPEN vs VSH
+111.3%
-161.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.2% |
| 7D | +1.0% | +6.2% | -5.2% | -1.1% |
| 30D | -11.9% | -11.1% | -0.8% | -8.5% |
| 3M | -28.8% | -44.9% | +16.1% | -15.2% |
| 6M | -38.6% | +90.0% | -128.6% | -63.7% |
| YTD | -47.3% | +118.8% | -166.1% | -73.1% |
| All | -49.8% | +111.3% | -161.1% | -74.2% |
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