+55.9%
VZ vs OPEN
-35.5%
+91.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -21.8% | +20.9% | -0.8% |
| 7D | +2.1% | -22.2% | +24.4% | +2.3% |
| 30D | +1.4% | -38.3% | +39.7% | +1.7% |
| 3M | -1.3% | -59.4% | +58.1% | -0.8% |
| 6M | -0.5% | -74.4% | +73.8% | +0.2% |
| YTD | +19.6% | -76.0% | +95.6% | +20.5% |
| 1Y | +22.4% | -78.7% | +101.0% | +23.2% |
| 3Y | +55.9% | -30.0% | +85.9% | +57.1% |
| All | +55.9% | -35.5% | +91.4% | +57.1% |
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 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