-24.1%
OPEN vs VYM
+64.0%
-88.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.1% | -5.2% |
| 7D | -10.5% | -1.9% | -8.7% | -5.7% |
| 30D | -21.8% | -2.6% | -19.2% | -15.8% |
| 3M | -37.5% | +3.6% | -41.1% | -42.9% |
| 6M | -44.1% | +8.7% | -52.8% | -55.4% |
| YTD | -52.0% | +14.1% | -66.1% | -66.3% |
| 1Y | -52.2% | +17.8% | -70.0% | -68.6% |
| All | -24.1% | +64.0% | -88.1% | -85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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