+127.2%
VT vs OPEN
-83.3%
+210.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.6% | +5.5% | -3.5% |
| 7D | -4.2% | -5.8% | +1.6% | -3.9% |
| 30D | -5.8% | -21.1% | +15.3% | -4.7% |
| 3M | -5.2% | -52.4% | +47.1% | -1.4% |
| 6M | +0.1% | -65.8% | +65.9% | +5.9% |
| YTD | +8.2% | -69.3% | +77.5% | +14.6% |
| 1Y | +10.1% | -75.2% | +85.4% | +17.5% |
| 3Y | +69.7% | -14.4% | +84.0% | +51.7% |
| 5Y | +53.4% | -92.0% | +145.4% | +47.3% |
| All | +127.2% | -83.3% | +210.6% | +105.7% |
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