+142.1%
VT vs OPEN
-70.7%
+212.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.1% |
| 7D | +0.4% | -4.3% | +4.7% | +0.7% |
| 30D | +1.0% | -16.2% | +17.2% | +1.9% |
| 3M | +2.4% | -36.4% | +38.7% | +4.8% |
| 6M | +12.0% | -35.5% | +47.5% | +14.2% |
| YTD | +15.3% | -46.0% | +61.3% | +18.4% |
| 1Y | +22.6% | -47.1% | +69.7% | +23.0% |
| 3Y | +74.7% | -19.0% | +93.7% | +58.1% |
| 5Y | +66.1% | -83.6% | +149.7% | +53.4% |
| All | +142.1% | -70.7% | +212.8% | +112.6% |
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