-94.7%
OPEN vs VTR
+92.3%
-187.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -2.9% |
| 7D | -15.0% | +0.2% | -15.2% | -15.1% |
| 30D | -40.2% | +5.5% | -45.7% | -42.9% |
| 3M | -67.4% | -0.9% | -66.5% | -67.2% |
| 6M | -74.0% | -0.4% | -73.6% | -74.9% |
| YTD | -79.6% | +17.0% | -96.6% | -83.5% |
| 1Y | -86.1% | +18.0% | -104.1% | -88.9% |
| 3Y | -41.4% | +127.4% | -168.7% | -81.1% |
| All | -94.7% | +92.3% | -187.0% | -97.7% |
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