+21.2%
VZ vs OPEN
-93.7%
+114.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.1% | +7.6% | +0.7% |
| 7D | +2.4% | -24.7% | +27.1% | +2.8% |
| 30D | +11.2% | -41.0% | +52.2% | +12.1% |
| 3M | 0.0% | -62.4% | +62.4% | +1.5% |
| 6M | +1.3% | -73.9% | +75.1% | +3.3% |
| YTD | +21.3% | -77.5% | +98.8% | +23.8% |
| 1Y | +23.9% | -83.6% | +107.5% | +27.2% |
| 3Y | +57.7% | -37.0% | +94.7% | +51.6% |
| 5Y | +21.2% | -93.3% | +114.5% | +12.9% |
| All | +21.2% | -93.7% | +114.9% | +12.9% |
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 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