+2.7%
VUG vs OPEN
-79.4%
+82.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.7% |
| 7D | +0.5% | -21.7% | +22.2% | +2.6% |
| 30D | -8.2% | -36.5% | +28.3% | -4.5% |
| 3M | -5.4% | -59.5% | +54.1% | +3.0% |
| 6M | -2.5% | -71.9% | +69.3% | +9.4% |
| YTD | +4.2% | -75.8% | +80.0% | +16.8% |
| All | +2.7% | -79.4% | +82.0% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling