+80.6%
VTV vs OPEN
-84.0%
+164.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.2% |
| 7D | -0.7% | -2.9% | +2.3% | -0.5% |
| 30D | -0.5% | -13.8% | +13.3% | +0.1% |
| 3M | +5.3% | -30.9% | +36.2% | +6.6% |
| 6M | +12.9% | -40.9% | +53.8% | +14.7% |
| YTD | +18.5% | -48.5% | +67.0% | +20.8% |
| 1Y | +25.3% | -50.9% | +76.2% | +25.9% |
| 3Y | +68.2% | -20.6% | +88.8% | +56.5% |
| 5Y | +80.6% | -84.2% | +164.8% | +65.6% |
| All | +80.6% | -84.0% | +164.6% | +65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling