-85.1%
OPEN vs VTEB
+0.8%
-85.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -5.9% | -3.1% |
| 7D | -10.5% | -1.2% | -9.3% | -4.7% |
| 30D | -21.8% | -2.9% | -18.9% | -9.2% |
| 3M | -37.5% | -3.2% | -34.3% | -26.0% |
| 6M | -44.1% | -2.6% | -41.5% | -35.3% |
| YTD | -52.0% | -1.8% | -50.1% | -46.5% |
| 1Y | -52.2% | +0.2% | -52.4% | -51.4% |
| 3Y | -25.9% | +8.2% | -34.1% | -48.1% |
| 5Y | -85.1% | +0.8% | -85.9% | -90.3% |
| All | -85.1% | +0.8% | -85.8% | -90.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling