-17.1%
OPEN vs VSH
+34.1%
-51.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.4% | -3.8% | -1.6% |
| 7D | -4.3% | +4.1% | -8.3% | -6.2% |
| 30D | -16.2% | -4.2% | -12.1% | -15.0% |
| 3M | -36.4% | -50.0% | +13.6% | -12.7% |
| 6M | -35.5% | +80.2% | -115.6% | -62.3% |
| YTD | -46.0% | +121.1% | -167.1% | -73.1% |
| 1Y | -47.1% | +112.0% | -159.1% | -73.1% |
| All | -17.1% | +34.1% | -51.2% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling