+173.7%
VUG vs OPEN
-70.7%
+244.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | -0.1% | -4.3% | +4.2% | +0.2% |
| 30D | -0.3% | -16.2% | +15.9% | +1.0% |
| 3M | -0.7% | -36.4% | +35.7% | +2.6% |
| 6M | +14.6% | -35.5% | +50.1% | +17.9% |
| YTD | +9.0% | -46.0% | +55.0% | +13.2% |
| 1Y | +14.9% | -47.1% | +62.0% | +15.2% |
| 3Y | +86.0% | -19.0% | +105.1% | +60.5% |
| 5Y | +76.7% | -83.6% | +160.3% | +59.3% |
| All | +173.7% | -70.7% | +244.4% | +132.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling