+127.7%
VT vs OPEN
-87.0%
+214.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -21.8% | +22.0% | +1.5% |
| 7D | -2.3% | -22.2% | +19.9% | -1.1% |
| 30D | -5.0% | -38.3% | +33.4% | -2.6% |
| 3M | -4.9% | -59.4% | +54.5% | -0.2% |
| 6M | -1.5% | -74.4% | +72.8% | +5.7% |
| YTD | +8.5% | -76.0% | +84.5% | +16.3% |
| 1Y | +11.4% | -78.7% | +90.0% | +19.7% |
| 3Y | +70.1% | -30.0% | +100.1% | +53.5% |
| 5Y | +53.7% | -93.7% | +147.5% | +49.5% |
| All | +127.7% | -87.0% | +214.7% | +108.8% |
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