+77.7%
VTV vs OPEN
-94.8%
+172.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.6% | +3.8% | +0.4% |
| 7D | +2.9% | -15.0% | +17.9% | +3.6% |
| 30D | +3.8% | -40.2% | +44.0% | +5.7% |
| 3M | +1.6% | -67.4% | +68.9% | +6.0% |
| 6M | +11.2% | -74.0% | +85.2% | +16.8% |
| YTD | +22.0% | -79.6% | +101.6% | +28.9% |
| 1Y | +24.9% | -86.1% | +111.0% | +33.7% |
| 3Y | +78.5% | -41.4% | +119.8% | +66.3% |
| All | +77.7% | -94.8% | +172.5% | +79.5% |
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