+113.9%
VEA vs OPEN
-88.9%
+202.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.7% | +0.2% |
| 7D | +2.3% | -15.0% | +17.3% | +3.1% |
| 30D | +0.2% | -40.2% | +40.4% | +2.6% |
| 3M | -5.3% | -67.4% | +62.1% | -0.2% |
| 6M | -0.9% | -74.0% | +73.1% | +5.4% |
| YTD | +12.2% | -79.6% | +91.8% | +20.2% |
| 1Y | +16.1% | -86.1% | +102.2% | +26.5% |
| 3Y | +73.0% | -41.4% | +114.4% | +60.6% |
| 5Y | +53.7% | -94.9% | +148.6% | +51.5% |
| All | +113.9% | -88.9% | +202.8% | +97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling