+158.3%
VTI vs OPEN
-74.0%
+232.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.7% | +6.0% | -0.2% |
| 7D | -2.0% | -10.5% | +8.5% | -1.3% |
| 30D | -1.9% | -21.8% | +19.8% | -0.5% |
| 3M | +4.5% | -37.5% | +42.0% | +7.4% |
| 6M | +12.6% | -44.1% | +56.7% | +16.1% |
| YTD | +12.0% | -52.0% | +64.0% | +16.1% |
| 1Y | +17.3% | -52.2% | +69.6% | +18.5% |
| 3Y | +75.3% | -25.9% | +101.3% | +57.5% |
| 5Y | +74.0% | -85.1% | +159.1% | +60.1% |
| All | +158.3% | -74.0% | +232.3% | +125.6% |
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 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