-90.3%
OPENL vs VT
+7.9%
-98.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.1% | -3.2% | +5.2% |
| 7D | -1.5% | -4.2% | +2.6% | +12.2% |
| 30D | -12.3% | -5.8% | -6.5% | +6.1% |
| 3M | -62.4% | -5.2% | -57.1% | -55.4% |
| 6M | -83.4% | +0.1% | -83.5% | -82.4% |
| YTD | -87.7% | +8.2% | -95.9% | -90.1% |
| All | -90.3% | +7.9% | -98.2% | -91.8% |
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 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