+1,312.7%
VRT vs OPEN
-86.9%
+1,399.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.7% | +8.9% | +9.6% |
| 7D | -10.6% | -21.7% | +11.1% | -8.9% |
| 30D | -17.4% | -36.5% | +19.1% | -14.2% |
| 3M | -26.4% | -59.5% | +33.2% | -19.9% |
| 6M | -41.0% | -71.9% | +30.8% | -33.6% |
| YTD | +23.8% | -75.8% | +99.6% | +40.3% |
| 1Y | +11.6% | -78.5% | +90.1% | +27.2% |
| 3Y | +403.5% | -30.2% | +433.7% | +307.1% |
| 5Y | +647.0% | -93.3% | +740.3% | +615.7% |
| All | +1,312.7% | -86.9% | +1,399.5% | +1,186.8% |
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 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