-93.3%
OPEN vs VT
+57.5%
-150.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -5.7% |
| 7D | -24.7% | -0.1% | -24.6% | -24.2% |
| 30D | -41.0% | -3.1% | -37.9% | -35.0% |
| 3M | -62.4% | -3.5% | -58.9% | -57.8% |
| 6M | -73.9% | +0.5% | -74.3% | -73.8% |
| YTD | -77.5% | +10.8% | -88.3% | -83.3% |
| 1Y | -83.6% | +11.9% | -95.5% | -88.0% |
| 3Y | -37.0% | +73.0% | -110.0% | -87.5% |
| 5Y | -93.3% | +58.6% | -151.9% | -97.8% |
| All | -93.3% | +57.5% | -150.8% | -97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling