-97.6%
OPENL vs VT
+11.1%
-108.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.9% | -0.6% | -17.3% | -16.4% |
| 7D | -75.6% | +2.9% | -78.5% | -78.4% |
| 30D | -79.2% | -2.5% | -76.7% | -78.1% |
| 3M | -89.9% | -3.3% | -86.5% | -89.1% |
| 6M | -95.0% | +1.5% | -96.5% | -95.1% |
| YTD | -97.0% | +11.4% | -108.4% | -97.9% |
| All | -97.6% | +11.1% | -108.7% | -98.2% |
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