-78.7%
OPEN vs VT
+10.5%
-89.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.2% | -22.0% | -22.4% |
| 7D | -22.2% | -2.3% | -19.9% | -16.9% |
| 30D | -38.3% | -5.0% | -33.4% | -29.2% |
| 3M | -59.4% | -4.9% | -54.5% | -53.1% |
| 6M | -74.4% | -1.5% | -72.8% | -72.4% |
| YTD | -76.0% | +8.5% | -84.5% | -81.4% |
| 1Y | -78.7% | +11.4% | -90.0% | -85.9% |
| All | -78.7% | +10.5% | -89.2% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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