-47.1%
OPEN vs VTR
+36.9%
-84.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | -0.3% |
| 7D | -4.3% | -1.7% | -2.6% | -5.0% |
| 30D | -16.2% | -2.4% | -13.8% | -17.1% |
| 3M | -36.4% | +14.8% | -51.2% | -31.7% |
| 6M | -35.5% | +5.3% | -40.8% | -33.6% |
| YTD | -46.0% | +18.1% | -64.1% | -40.0% |
| 1Y | -47.1% | +36.7% | -83.9% | -31.4% |
| All | -47.1% | +36.9% | -84.0% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling