+20.2%
VZ vs OPEN
-93.8%
+114.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -21.8% | +20.9% | -0.6% |
| 7D | +2.1% | -22.2% | +24.4% | +2.5% |
| 30D | +1.4% | -38.3% | +39.7% | +2.1% |
| 3M | -1.3% | -59.4% | +58.1% | +0.1% |
| 6M | -0.5% | -74.4% | +73.8% | +1.5% |
| YTD | +19.6% | -76.0% | +95.6% | +22.0% |
| 1Y | +22.4% | -78.7% | +101.0% | +24.8% |
| 3Y | +55.9% | -30.0% | +85.9% | +49.5% |
| All | +20.2% | -93.8% | +114.0% | +11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling