-24.1%
OPEN vs VTRS
+83.1%
-107.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -5.9% | -6.3% |
| 7D | -10.5% | -3.3% | -7.2% | -8.8% |
| 30D | -21.8% | +1.4% | -23.2% | -22.4% |
| 3M | -37.5% | +4.6% | -42.1% | -39.4% |
| 6M | -44.1% | +18.1% | -62.2% | -50.3% |
| YTD | -52.0% | +34.7% | -86.6% | -61.8% |
| 1Y | -52.2% | +65.6% | -117.9% | -67.3% |
| All | -24.1% | +83.1% | -107.2% | -60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling