+57.3%
VZ vs OPEN
-17.5%
+74.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.6% | +9.5% | 0.0% |
| 7D | +5.6% | -5.8% | +11.4% | +5.7% |
| 30D | +1.9% | -21.1% | +23.0% | +2.0% |
| 3M | +0.8% | -52.4% | +53.2% | +1.2% |
| 6M | +0.6% | -65.8% | +66.4% | +1.1% |
| YTD | +20.8% | -69.3% | +90.1% | +21.4% |
| 1Y | +23.9% | -75.2% | +99.2% | +24.7% |
| All | +57.3% | -17.5% | +74.9% | +58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling