-94.4%
OPENZ price history and return analytics
+10.7%
-105.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.1% | -3.6% |
| 7D | -37.1% | +2.4% | -39.5% | -45.1% |
| 30D | -60.7% | -1.5% | -59.2% | -60.7% |
| 3M | -84.3% | -4.1% | -80.2% | -82.5% |
| 6M | -92.5% | +0.6% | -93.0% | -92.4% |
| YTD | -94.5% | +11.0% | -105.5% | -96.0% |
| All | -94.4% | +10.7% | -105.1% | -95.7% |
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 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