+11.9%
VT vs OPEN
-85.5%
+97.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.5% | +8.9% | +0.2% |
| 7D | +2.9% | -31.0% | +33.9% | +5.9% |
| 30D | -2.5% | -41.5% | +39.0% | +1.6% |
| 3M | -3.3% | -64.6% | +61.3% | +5.2% |
| 6M | +1.5% | -73.8% | +75.3% | +12.8% |
| YTD | +11.4% | -78.8% | +90.2% | +24.6% |
| 1Y | +11.9% | -86.8% | +98.7% | +29.2% |
| All | +11.9% | -85.5% | +97.4% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling