+88.7%
VUG vs OPEN
-12.5%
+101.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | -0.1% | -4.3% | +4.2% | +0.1% |
| 30D | -0.3% | -16.2% | +15.9% | +0.5% |
| 3M | -0.7% | -36.4% | +35.7% | +1.2% |
| 6M | +14.6% | -35.5% | +50.1% | +16.6% |
| YTD | +9.0% | -46.0% | +55.0% | +11.4% |
| 1Y | +14.9% | -47.1% | +62.0% | +15.5% |
| All | +88.7% | -12.5% | +101.2% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling