-84.2%
OPEN vs VTR
+88.4%
-172.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -1.8% |
| 7D | -2.9% | -2.9% | 0.0% | -0.6% |
| 30D | -13.8% | -2.8% | -11.0% | -12.2% |
| 3M | -30.9% | +9.0% | -39.9% | -37.5% |
| 6M | -40.9% | +5.0% | -45.9% | -45.6% |
| YTD | -48.5% | +16.9% | -65.5% | -57.7% |
| 1Y | -50.9% | +34.3% | -85.2% | -65.6% |
| 3Y | -20.6% | +131.6% | -152.2% | -72.4% |
| 5Y | -84.2% | +88.0% | -172.2% | -93.1% |
| All | -84.2% | +88.4% | -172.6% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling