+121.0%
VEA vs OPEN
-74.0%
+195.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.4% | -0.9% |
| 7D | -2.1% | -10.5% | +8.5% | -1.5% |
| 30D | -1.1% | -21.8% | +20.7% | +0.1% |
| 3M | +5.1% | -37.5% | +42.6% | +7.3% |
| 6M | +9.8% | -44.1% | +53.9% | +12.5% |
| YTD | +15.9% | -52.0% | +67.9% | +19.3% |
| 1Y | +24.6% | -52.2% | +76.8% | +25.7% |
| 3Y | +75.5% | -25.9% | +101.5% | +62.1% |
| 5Y | +59.4% | -85.1% | +144.5% | +49.5% |
| All | +121.0% | -74.0% | +195.0% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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