+1,876.3%
VRT vs OPEN
-70.7%
+1,947.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.7% | +4.3% |
| 7D | +9.1% | -4.3% | +13.4% | +9.6% |
| 30D | +0.9% | -16.2% | +17.2% | +2.7% |
| 3M | -13.4% | -36.4% | +23.0% | -9.6% |
| 6M | +11.7% | -35.5% | +47.1% | +15.8% |
| YTD | +73.2% | -46.0% | +119.2% | +82.0% |
| 1Y | +123.4% | -47.1% | +170.6% | +124.7% |
| 3Y | +606.2% | -19.0% | +625.2% | +482.0% |
| 5Y | +899.9% | -83.6% | +983.5% | +781.6% |
| All | +1,876.3% | -70.7% | +1,947.0% | +1,569.6% |
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