-86.7%
OPENZ vs VT
+12.5%
-99.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | -2.1% |
| 7D | -8.8% | -0.3% | -8.5% | -7.6% |
| 30D | -29.7% | -1.4% | -28.3% | -25.7% |
| 3M | -72.6% | -1.4% | -71.2% | -70.4% |
| 6M | -85.9% | +5.5% | -91.4% | -86.8% |
| YTD | -87.0% | +12.8% | -99.8% | -90.4% |
| All | -86.7% | +12.5% | -99.2% | -89.7% |
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