+1.9%
VUG vs OPEN
-80.8%
+82.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.3% | -0.1% |
| 7D | -1.2% | -24.7% | +23.5% | +1.2% |
| 30D | -8.9% | -41.0% | +32.1% | -4.5% |
| 3M | -5.9% | -62.4% | +56.4% | +3.1% |
| 6M | -3.3% | -73.9% | +70.6% | +9.3% |
| YTD | +3.4% | -77.5% | +80.9% | +16.8% |
| 1Y | +1.9% | -83.6% | +85.5% | +17.1% |
| All | +1.9% | -80.8% | +82.7% | +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