-17.1%
OPEN price history and return analytics
+77.9%
-95.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -4.3% | +0.4% | -4.7% | -5.3% |
| 30D | -16.2% | +1.0% | -17.2% | -18.0% |
| 3M | -36.4% | +2.4% | -38.7% | -39.4% |
| 6M | -35.5% | +12.0% | -47.5% | -52.1% |
| YTD | -46.0% | +15.3% | -61.3% | -62.8% |
| 1Y | -47.1% | +22.6% | -69.7% | -68.3% |
| All | -17.1% | +77.9% | -95.0% | -85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling