-87.0%
OPEN price history and return analytics
+128.8%
-215.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.2% | -22.0% | -22.4% |
| 7D | -22.2% | -2.3% | -19.9% | -16.6% |
| 30D | -38.3% | -5.0% | -33.4% | -28.6% |
| 3M | -59.4% | -4.9% | -54.5% | -52.8% |
| 6M | -74.4% | -1.5% | -72.8% | -72.7% |
| YTD | -76.0% | +8.5% | -84.5% | -80.5% |
| 1Y | -78.7% | +11.4% | -90.0% | -83.6% |
| 3Y | -30.0% | +70.1% | -100.1% | -82.4% |
| 5Y | -93.7% | +53.7% | -147.5% | -97.6% |
| All | -87.0% | +128.8% | -215.8% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling