-97.5%
OPENW vs VT
+11.0%
-108.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -28.2% | +2.6% | -30.8% | -35.6% |
| 7D | -65.0% | +0.4% | -65.4% | -66.5% |
| 30D | -74.8% | -2.6% | -72.2% | -72.3% |
| 3M | -87.6% | -3.2% | -84.3% | -86.0% |
| 6M | -95.9% | +0.9% | -96.9% | -95.7% |
| YTD | -96.9% | +11.3% | -108.2% | -97.5% |
| All | -97.5% | +11.0% | -108.5% | -97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling