-86.8%
OPENL price history and return analytics
+12.7%
-99.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -0.9% | -12.1% | -10.0% |
| 7D | -25.6% | -2.0% | -23.6% | -19.7% |
| 30D | -43.5% | -1.4% | -42.1% | -40.0% |
| 3M | -65.2% | +4.7% | -69.9% | -67.8% |
| 6M | -75.9% | +11.4% | -87.3% | -80.4% |
| YTD | -83.3% | +13.1% | -96.3% | -88.1% |
| All | -86.8% | +12.7% | -99.5% | -90.2% |
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