-73.8%
OPENZ price history and return analytics
+15.0%
-88.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.2% | -7.1% |
| 7D | -17.7% | +0.4% | -18.1% | -19.2% |
| 30D | -29.1% | +1.0% | -30.1% | -29.9% |
| 3M | -65.7% | +2.4% | -68.1% | -66.3% |
| 6M | -68.9% | +12.0% | -80.9% | -75.1% |
| YTD | -74.4% | +15.3% | -89.7% | -82.6% |
| All | -73.8% | +15.0% | -88.8% | -81.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling