-83.6%
OPEN price history and return analytics
+12.5%
-96.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -5.9% |
| 7D | -24.7% | -0.1% | -24.6% | -24.1% |
| 30D | -41.0% | -3.1% | -37.9% | -35.8% |
| 3M | -62.4% | -3.5% | -58.9% | -58.4% |
| 6M | -73.9% | +0.5% | -74.3% | -73.3% |
| YTD | -77.5% | +10.8% | -88.3% | -82.7% |
| 1Y | -83.6% | +11.9% | -95.5% | -87.8% |
| All | -83.6% | +12.5% | -96.0% | -87.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling