+67.8%
VTV vs OPEN
-21.9%
+89.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.2% |
| 7D | -0.7% | -2.9% | +2.3% | -0.6% |
| 30D | -0.5% | -13.8% | +13.3% | -0.1% |
| 3M | +5.3% | -30.9% | +36.2% | +6.3% |
| 6M | +12.9% | -40.9% | +53.8% | +14.3% |
| YTD | +18.5% | -48.5% | +67.0% | +20.3% |
| 1Y | +25.3% | -50.9% | +76.2% | +25.9% |
| All | +67.8% | -21.9% | +89.7% | +56.8% |
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