-51.4%
VG vs OPEN
+24.3%
-75.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.6% | +5.6% | -4.2% |
| 7D | -22.0% | -5.8% | -16.2% | -22.0% |
| 30D | -14.7% | -21.1% | +6.4% | -14.9% |
| 3M | -7.1% | -52.4% | +45.3% | -7.6% |
| 6M | -11.2% | -65.8% | +54.6% | -11.6% |
| YTD | +69.8% | -69.3% | +139.1% | +68.7% |
| 1Y | +49.9% | -75.2% | +125.1% | +49.1% |
| All | -51.4% | +24.3% | -75.7% | -51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling