+654.4%
VRT vs OPEN
-94.8%
+749.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.6% | 0.0% | -3.2% |
| 7D | +10.5% | -15.0% | +25.5% | +12.4% |
| 30D | -9.3% | -40.2% | +30.9% | -5.0% |
| 3M | -29.6% | -67.4% | +37.8% | -21.2% |
| 6M | -45.4% | -74.0% | +28.7% | -37.6% |
| YTD | +24.8% | -79.6% | +104.4% | +44.9% |
| 1Y | +23.6% | -86.1% | +109.7% | +49.0% |
| 3Y | +379.7% | -41.4% | +421.1% | +281.0% |
| All | +654.4% | -94.8% | +749.2% | +911.2% |
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 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