+18.1%
VZ vs OPEN
-87.0%
+105.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -21.8% | +20.9% | -0.7% |
| 7D | +2.1% | -22.2% | +24.4% | +2.4% |
| 30D | +1.4% | -38.3% | +39.7% | +1.9% |
| 3M | -1.3% | -59.4% | +58.1% | -0.3% |
| 6M | -0.5% | -74.4% | +73.8% | +0.9% |
| YTD | +19.6% | -76.0% | +95.6% | +21.2% |
| 1Y | +22.4% | -78.7% | +101.0% | +24.1% |
| 3Y | +55.9% | -30.0% | +85.9% | +52.1% |
| 5Y | +20.4% | -93.7% | +114.1% | +14.3% |
| All | +18.1% | -87.0% | +105.1% | +8.9% |
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