+20.3%
VZ vs OPEN
-88.5%
+108.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.5% | +9.4% | 0.0% |
| 7D | +0.9% | -31.0% | +31.9% | +1.3% |
| 30D | +6.9% | -41.5% | +48.4% | +7.5% |
| 3M | +0.6% | -64.6% | +65.2% | +1.7% |
| 6M | +0.3% | -73.8% | +74.1% | +1.7% |
| YTD | +21.9% | -78.8% | +100.7% | +23.7% |
| 1Y | +21.7% | -86.8% | +108.5% | +24.2% |
| 3Y | +58.5% | -40.6% | +99.1% | +55.0% |
| 5Y | +22.4% | -94.7% | +117.1% | +16.2% |
| All | +20.3% | -88.5% | +108.9% | +11.1% |
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