+83.8%
VWO vs OPEN
-72.1%
+155.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.5% |
| 7D | +0.2% | -2.9% | +3.1% | +0.3% |
| 30D | +0.9% | -13.8% | +14.7% | +1.6% |
| 3M | +4.3% | -30.9% | +35.1% | +6.0% |
| 6M | +10.5% | -40.9% | +51.5% | +13.0% |
| YTD | +13.4% | -48.5% | +61.9% | +16.4% |
| 1Y | +18.6% | -50.9% | +69.5% | +19.5% |
| 3Y | +65.8% | -20.6% | +86.4% | +52.5% |
| 5Y | +35.2% | -84.2% | +119.4% | +29.5% |
| All | +83.8% | -72.1% | +155.9% | +70.5% |
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