-39.3%
VG vs OPEN
+118.7%
-158.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.4% |
| 7D | +1.7% | -4.3% | +5.9% | +1.7% |
| 30D | +16.0% | -16.2% | +32.2% | +15.9% |
| 3M | +9.7% | -36.4% | +46.1% | +9.7% |
| 6M | +29.6% | -35.5% | +65.0% | +29.3% |
| YTD | +112.0% | -46.0% | +158.0% | +111.6% |
| 1Y | +12.8% | -47.1% | +59.9% | +13.8% |
| All | -39.3% | +118.7% | -158.1% | -38.8% |
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 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