+115.1%
VXUS vs OPEN
-70.7%
+185.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.5% |
| 7D | +1.0% | -4.3% | +5.3% | +1.2% |
| 30D | +2.2% | -16.2% | +18.4% | +3.1% |
| 3M | +3.0% | -36.4% | +39.3% | +5.1% |
| 6M | +10.7% | -35.5% | +46.1% | +12.6% |
| YTD | +17.8% | -46.0% | +63.8% | +20.6% |
| 1Y | +27.6% | -47.1% | +74.7% | +28.0% |
| 3Y | +73.3% | -19.0% | +92.3% | +59.3% |
| 5Y | +54.3% | -83.6% | +137.9% | +45.1% |
| All | +115.1% | -70.7% | +185.8% | +92.0% |
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