+161.6%
VUG vs OPEN
-86.9%
+248.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.7% |
| 7D | +0.5% | -21.7% | +22.2% | +2.2% |
| 30D | -8.2% | -36.5% | +28.3% | -5.2% |
| 3M | -5.4% | -59.5% | +54.1% | +1.2% |
| 6M | -2.5% | -71.9% | +69.3% | +7.0% |
| YTD | +4.2% | -75.8% | +80.0% | +14.9% |
| 1Y | +5.0% | -78.5% | +83.5% | +16.3% |
| 3Y | +81.7% | -30.2% | +111.9% | +54.9% |
| 5Y | +62.5% | -93.3% | +155.8% | +57.2% |
| All | +161.6% | -86.9% | +248.5% | +136.0% |
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