-84.8%
OPENL price history and return analytics
+13.7%
-98.5%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.6% | -8.5% | -6.8% |
| 7D | -20.6% | -0.1% | -20.5% | -20.4% |
| 30D | -35.9% | -0.7% | -35.2% | -34.0% |
| 3M | -57.4% | +4.0% | -61.4% | -60.5% |
| 6M | -71.8% | +12.3% | -84.0% | -77.8% |
| YTD | -80.8% | +14.0% | -94.8% | -86.8% |
| All | -84.8% | +13.7% | -98.5% | -89.1% |
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