-87.2%
OPENZ vs VT
+10.6%
-97.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | -0.1% |
| 7D | -21.9% | -1.6% | -20.3% | -17.2% |
| 30D | -35.9% | -2.5% | -33.4% | -29.6% |
| 3M | -71.1% | -1.3% | -69.8% | -68.5% |
| 6M | -87.1% | +3.1% | -90.2% | -87.0% |
| YTD | -87.5% | +10.9% | -98.4% | -90.2% |
| All | -87.2% | +10.6% | -97.8% | -89.5% |
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