+18.7%
VGT vs OPEN
-86.7%
+105.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +2.0% | -1.2% |
| 7D | +2.5% | -15.0% | +17.5% | +4.5% |
| 30D | -9.5% | -40.2% | +30.7% | -4.2% |
| 3M | -9.5% | -67.4% | +57.9% | +4.0% |
| 6M | -1.8% | -74.0% | +72.2% | +15.7% |
| YTD | +18.4% | -79.6% | +98.0% | +40.9% |
| 1Y | +18.7% | -86.1% | +104.8% | +46.7% |
| All | +18.7% | -86.7% | +105.5% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling