-24.1%
OPEN vs VTEB
+8.2%
-32.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -5.9% | -2.9% |
| 7D | -10.5% | -1.2% | -9.3% | -4.3% |
| 30D | -21.8% | -2.9% | -18.9% | -8.4% |
| 3M | -37.5% | -3.2% | -34.3% | -25.3% |
| 6M | -44.1% | -2.6% | -41.5% | -34.7% |
| YTD | -52.0% | -1.8% | -50.1% | -46.1% |
| 1Y | -52.2% | +0.2% | -52.4% | -51.2% |
| All | -24.1% | +8.2% | -32.3% | -55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling