+264.2%
VGT vs OPEN
-74.0%
+338.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.6% | -0.4% |
| 7D | -1.0% | -10.5% | +9.5% | 0.0% |
| 30D | -0.4% | -21.8% | +21.3% | +1.7% |
| 3M | +6.6% | -37.5% | +44.1% | +10.8% |
| 6M | +31.0% | -44.1% | +75.1% | +37.0% |
| YTD | +27.2% | -52.0% | +79.2% | +34.1% |
| 1Y | +34.5% | -52.2% | +86.7% | +36.5% |
| 3Y | +123.1% | -25.9% | +149.1% | +91.8% |
| 5Y | +135.1% | -85.1% | +220.2% | +112.9% |
| All | +264.2% | -74.0% | +338.1% | +211.2% |
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 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