-47.1%
OPEN vs VTRS
+66.3%
-113.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -4.3% | +3.3% | -7.6% | -5.2% |
| 30D | -16.2% | -3.6% | -12.6% | -15.3% |
| 3M | -36.4% | +7.0% | -43.3% | -37.5% |
| 6M | -35.5% | +17.5% | -52.9% | -39.4% |
| YTD | -46.0% | +38.8% | -84.7% | -54.6% |
| 1Y | -47.1% | +69.2% | -116.3% | -61.7% |
| All | -47.1% | +66.3% | -113.5% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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