-81.7%
OPEN vs VT
+137.9%
-219.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.7% | +12.1% | +9.1% |
| 7D | +3.7% | -0.3% | +4.0% | +5.1% |
| 30D | -14.3% | -1.4% | -12.8% | -10.4% |
| 3M | -51.9% | -1.4% | -50.5% | -49.4% |
| 6M | -61.4% | +5.5% | -66.9% | -66.1% |
| YTD | -66.0% | +12.8% | -78.9% | -75.2% |
| 1Y | -71.4% | +15.4% | -86.8% | -80.0% |
| 3Y | -5.3% | +76.9% | -82.1% | -78.6% |
| 5Y | -91.7% | +60.4% | -152.1% | -97.2% |
| All | -81.7% | +137.9% | -219.6% | -96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling