-71.6%
OPEN vs VTRS
+23.5%
-95.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.7% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | -11.9% | +1.9% | -13.8% | -12.8% |
| 3M | -28.8% | +5.1% | -33.8% | -31.1% |
| 6M | -38.6% | +20.1% | -58.7% | -45.5% |
| YTD | -47.3% | +36.6% | -83.9% | -57.5% |
| 1Y | -49.2% | +64.1% | -113.3% | -63.3% |
| 3Y | -18.8% | +86.4% | -105.1% | -46.6% |
| 5Y | -83.6% | +40.9% | -124.5% | -88.5% |
| All | -71.6% | +23.5% | -95.1% | -79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling