+159.7%
VUG vs OPEN
-87.8%
+247.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.3% | -0.2% |
| 7D | -1.2% | -24.7% | +23.5% | +0.8% |
| 30D | -8.9% | -41.0% | +32.1% | -5.3% |
| 3M | -5.9% | -62.4% | +56.4% | +1.3% |
| 6M | -3.3% | -73.9% | +70.6% | +6.8% |
| YTD | +3.4% | -77.5% | +80.9% | +14.7% |
| 1Y | +1.9% | -83.6% | +85.5% | +15.4% |
| 3Y | +76.9% | -37.0% | +113.9% | +52.3% |
| 5Y | +63.9% | -93.3% | +157.2% | +58.6% |
| All | +159.7% | -87.8% | +247.5% | +135.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling