-96.5%
OPENW vs VT
+8.2%
-104.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -45.1% | +0.2% | -45.3% | -45.8% |
| 7D | -50.6% | -2.3% | -48.3% | -47.2% |
| 30D | -66.9% | -5.0% | -62.0% | -59.8% |
| 3M | -81.9% | -4.9% | -77.0% | -77.9% |
| 6M | -94.9% | -1.5% | -93.4% | -94.0% |
| YTD | -95.7% | +8.5% | -104.2% | -96.1% |
| All | -96.5% | +8.2% | -104.7% | -96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling