-97.1%
OPENL vs VT
+11.7%
-108.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +1.1% | -14.8% | -16.4% |
| 7D | -72.5% | -0.7% | -71.8% | -72.8% |
| 30D | -74.3% | -1.7% | -72.6% | -73.6% |
| 3M | -87.7% | -2.3% | -85.4% | -87.1% |
| 6M | -94.4% | +1.5% | -95.9% | -94.5% |
| YTD | -96.3% | +12.0% | -108.4% | -97.4% |
| All | -97.1% | +11.7% | -108.8% | -97.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling