-93.6%
OPEN vs VSH
+24.4%
-118.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +5.7% | -27.5% | -25.1% |
| 7D | -22.2% | -12.9% | -9.3% | -17.4% |
| 30D | -38.3% | -36.9% | -1.5% | -21.8% |
| 3M | -59.4% | -28.8% | -30.6% | -53.2% |
| 6M | -74.4% | -30.3% | -44.1% | -74.4% |
| YTD | -76.0% | +62.4% | -138.4% | -88.4% |
| 1Y | -78.7% | +62.5% | -141.2% | -89.6% |
| 3Y | -30.0% | +7.4% | -37.4% | -49.7% |
| All | -93.6% | +24.4% | -118.0% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling