+103.4%
VXUS vs OPEN
-87.3%
+190.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | +0.7% |
| 7D | -0.5% | -31.1% | +30.5% | +1.2% |
| 30D | -1.2% | -34.7% | +33.5% | +0.7% |
| 3M | -3.8% | -61.9% | +58.0% | +0.6% |
| 6M | -1.7% | -71.9% | +70.2% | +4.2% |
| YTD | +11.4% | -76.6% | +88.0% | +18.6% |
| 1Y | +13.3% | -83.9% | +97.2% | +22.5% |
| 3Y | +70.0% | -34.4% | +104.4% | +56.9% |
| 5Y | +48.1% | -93.9% | +142.0% | +46.0% |
| All | +103.4% | -87.3% | +190.7% | +88.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling