+75.3%
VTI vs OPEN
-21.9%
+97.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.7% | -0.4% |
| 7D | -0.4% | -2.9% | +2.6% | -0.2% |
| 30D | -1.6% | -13.8% | +12.2% | -1.0% |
| 3M | +3.6% | -30.9% | +34.4% | +5.0% |
| 6M | +13.0% | -40.9% | +54.0% | +15.2% |
| YTD | +12.7% | -48.5% | +61.2% | +15.2% |
| 1Y | +18.4% | -50.9% | +69.3% | +19.3% |
| All | +75.3% | -21.9% | +97.2% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling