-71.6%
OPEN vs VYM
+144.6%
-216.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -1.6% |
| 7D | +1.0% | +0.1% | +0.9% | +0.7% |
| 30D | -11.9% | -1.3% | -10.6% | -9.4% |
| 3M | -28.8% | +4.1% | -32.8% | -34.4% |
| 6M | -38.6% | +9.8% | -48.4% | -49.4% |
| YTD | -47.3% | +15.3% | -62.7% | -60.6% |
| 1Y | -49.2% | +20.0% | -69.2% | -64.3% |
| 3Y | -18.8% | +66.2% | -85.0% | -68.1% |
| 5Y | -83.6% | +77.5% | -161.1% | -93.2% |
| All | -71.6% | +144.6% | -216.2% | -89.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling