-87.9%
OPEN vs VSH
+97.4%
-185.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.4% | -8.5% | -7.9% |
| 7D | -24.7% | -1.6% | -23.1% | -25.7% |
| 30D | -41.0% | -21.3% | -19.7% | -34.9% |
| 3M | -62.4% | -18.9% | -43.5% | -59.9% |
| 6M | -73.9% | -21.4% | -52.4% | -75.2% |
| YTD | -77.5% | +86.8% | -164.4% | -89.1% |
| 1Y | -83.6% | +85.8% | -169.3% | -92.0% |
| 3Y | -37.0% | +30.1% | -67.2% | -59.8% |
| 5Y | -93.3% | +42.8% | -136.1% | -95.9% |
| All | -87.9% | +97.4% | -185.3% | -92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling