+1,188.6%
VRT vs OPEN
-87.0%
+1,275.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -21.8% | +25.3% | +5.7% |
| 7D | -21.4% | -22.2% | +0.9% | -19.8% |
| 30D | -25.8% | -38.3% | +12.5% | -22.7% |
| 3M | -33.5% | -59.4% | +25.8% | -27.7% |
| 6M | -49.0% | -74.4% | +25.3% | -42.1% |
| YTD | +12.9% | -76.0% | +88.9% | +28.0% |
| 1Y | 0.0% | -78.7% | +78.7% | +14.1% |
| 3Y | +361.8% | -30.0% | +391.8% | +272.8% |
| 5Y | +565.1% | -93.7% | +658.9% | +540.5% |
| All | +1,188.6% | -87.0% | +1,275.5% | +1,074.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling