-74.2%
OPEN vs VTEB
+5.6%
-79.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -2.1% |
| 7D | -11.4% | -0.9% | -10.5% | -7.1% |
| 30D | -20.1% | -2.5% | -17.5% | -8.9% |
| 3M | -37.6% | -3.0% | -34.6% | -26.8% |
| 6M | -47.1% | -2.1% | -44.9% | -40.2% |
| YTD | -52.1% | -1.5% | -50.7% | -47.6% |
| 1Y | -73.5% | +0.2% | -73.6% | -73.2% |
| 3Y | -24.4% | +8.6% | -32.9% | -48.0% |
| 5Y | -85.1% | +1.2% | -86.3% | -86.8% |
| All | -74.2% | +5.6% | -79.8% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling