+135.2%
VGT vs OPEN
-84.0%
+219.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.1% | +0.1% |
| 7D | +1.5% | -2.9% | +4.4% | +1.7% |
| 30D | +0.5% | -13.8% | +14.3% | +1.8% |
| 3M | +5.3% | -30.9% | +36.1% | +8.4% |
| 6M | +32.4% | -40.9% | +73.4% | +37.9% |
| YTD | +28.6% | -48.5% | +77.1% | +34.8% |
| 1Y | +37.6% | -50.9% | +88.5% | +39.4% |
| 3Y | +125.5% | -20.6% | +146.1% | +91.8% |
| 5Y | +135.2% | -84.2% | +219.4% | +113.4% |
| All | +135.2% | -84.0% | +219.2% | +113.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling