-70.8%
OPEN vs VT
+143.2%
-214.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -4.3% | +0.4% | -4.7% | -5.3% |
| 30D | -16.2% | +1.0% | -17.2% | -18.1% |
| 3M | -36.4% | +2.4% | -38.7% | -39.6% |
| 6M | -35.5% | +12.0% | -47.5% | -52.6% |
| YTD | -46.0% | +15.3% | -61.3% | -63.2% |
| 1Y | -47.1% | +22.6% | -69.7% | -68.7% |
| 3Y | -19.0% | +74.7% | -93.7% | -80.9% |
| 5Y | -83.6% | +66.1% | -149.7% | -94.9% |
| All | -70.8% | +143.2% | -214.1% | -94.1% |
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