+22.4%
VZ vs OPEN
-81.0%
+103.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -21.8% | +20.9% | -1.2% |
| 7D | +2.1% | -22.2% | +24.4% | +1.9% |
| 30D | +1.4% | -38.3% | +39.7% | +0.7% |
| 3M | -1.3% | -59.4% | +58.1% | -3.0% |
| 6M | -0.5% | -74.4% | +73.8% | -3.4% |
| YTD | +19.6% | -76.0% | +95.6% | +16.3% |
| 1Y | +22.4% | -78.7% | +101.0% | +18.7% |
| All | +22.4% | -81.0% | +103.4% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling