-73.5%
OPEN vs VTRS
+66.8%
-140.3%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -11.4% | -2.2% | -9.2% | -10.7% |
| 30D | -20.1% | +3.3% | -23.4% | -20.9% |
| 3M | -37.6% | +2.0% | -39.6% | -37.9% |
| 6M | -47.1% | +19.9% | -67.0% | -51.3% |
| YTD | -52.1% | +35.7% | -87.9% | -61.4% |
| 1Y | -73.5% | +68.1% | -141.6% | -82.8% |
| All | -73.5% | +66.8% | -140.3% | -82.8% |
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