+157.8%
VTV vs OPEN
-70.7%
+228.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.9% | -0.3% |
| 7D | +0.5% | -4.3% | +4.8% | +0.7% |
| 30D | +1.1% | -16.2% | +17.3% | +1.7% |
| 3M | +5.9% | -36.4% | +42.2% | +7.4% |
| 6M | +11.6% | -35.5% | +47.1% | +12.9% |
| YTD | +19.8% | -46.0% | +65.8% | +21.7% |
| 1Y | +26.2% | -47.1% | +73.4% | +26.4% |
| 3Y | +68.5% | -19.0% | +87.5% | +58.0% |
| 5Y | +79.9% | -83.6% | +163.5% | +67.2% |
| All | +157.8% | -70.7% | +228.5% | +130.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling