+14.1%
VUG vs OPEN
-56.1%
+70.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | -0.3% |
| 7D | +0.9% | +1.0% | -0.1% | +0.8% |
| 30D | -1.4% | -11.9% | +10.5% | -0.9% |
| 3M | +2.3% | -28.8% | +31.1% | +3.7% |
| 6M | +15.7% | -38.6% | +54.3% | +17.7% |
| YTD | +8.6% | -47.3% | +56.0% | +10.8% |
| 1Y | +14.1% | -49.2% | +63.2% | +16.6% |
| All | +14.1% | -56.1% | +70.2% | +16.6% |
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 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