+123.4%
VRT vs OPEN
-38.6%
+162.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.7% | +4.3% |
| 7D | +9.1% | -4.3% | +13.4% | +9.4% |
| 30D | +0.9% | -16.2% | +17.2% | +1.9% |
| 3M | -13.4% | -36.4% | +23.0% | -11.4% |
| 6M | +11.7% | -35.5% | +47.1% | +14.0% |
| YTD | +73.2% | -46.0% | +119.2% | +77.5% |
| 1Y | +123.4% | -47.1% | +170.6% | +132.3% |
| All | +123.4% | -38.6% | +162.0% | +132.3% |
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