-71.6%
OPEN vs VTEB
+6.6%
-78.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.4% |
| 7D | +1.0% | -0.2% | +1.2% | +2.1% |
| 30D | -11.9% | -1.6% | -10.3% | -4.3% |
| 3M | -28.8% | -2.0% | -26.8% | -20.7% |
| 6M | -38.6% | -1.7% | -36.9% | -32.4% |
| YTD | -47.3% | -0.6% | -46.7% | -45.0% |
| 1Y | -49.2% | +1.8% | -51.0% | -52.3% |
| 3Y | -18.8% | +9.6% | -28.4% | -46.8% |
| 5Y | -83.6% | +2.1% | -85.7% | -86.1% |
| All | -71.6% | +6.6% | -78.2% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling