-85.1%
OPEN vs VYM
+75.8%
-160.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.1% | -5.3% |
| 7D | -10.5% | -1.9% | -8.7% | -5.9% |
| 30D | -21.8% | -2.6% | -19.2% | -16.0% |
| 3M | -37.5% | +3.6% | -41.1% | -42.8% |
| 6M | -44.1% | +8.7% | -52.8% | -54.9% |
| YTD | -52.0% | +14.1% | -66.1% | -65.7% |
| 1Y | -52.2% | +17.8% | -70.0% | -67.9% |
| 3Y | -25.9% | +64.5% | -90.5% | -78.3% |
| 5Y | -85.1% | +77.5% | -162.6% | -95.1% |
| All | -85.1% | +75.8% | -160.8% | -95.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling