-86.9%
OPEN price history and return analytics
+134.7%
-221.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -6.5% |
| 7D | -21.7% | +0.4% | -22.0% | -22.3% |
| 30D | -36.5% | -2.6% | -33.9% | -31.4% |
| 3M | -59.5% | -3.2% | -56.3% | -55.3% |
| 6M | -71.9% | +0.9% | -72.8% | -72.1% |
| YTD | -75.8% | +11.3% | -87.1% | -81.7% |
| 1Y | -78.5% | +14.0% | -92.5% | -84.5% |
| 3Y | -30.2% | +75.8% | -106.0% | -84.0% |
| 5Y | -93.3% | +57.8% | -151.1% | -97.6% |
| All | -86.9% | +134.7% | -221.7% | -97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling