-72.2%
OPEN vs VOO
+169.5%
-241.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.1% |
| 7D | -2.9% | -0.4% | -2.6% | -2.0% |
| 30D | -13.8% | -1.4% | -12.4% | -10.4% |
| 3M | -30.9% | +3.7% | -34.6% | -36.3% |
| 6M | -40.9% | +13.0% | -54.0% | -56.0% |
| YTD | -48.5% | +12.4% | -61.0% | -60.9% |
| 1Y | -50.9% | +18.6% | -69.5% | -66.4% |
| 3Y | -20.6% | +78.1% | -98.7% | -80.2% |
| 5Y | -84.2% | +82.3% | -166.4% | -95.6% |
| All | -72.2% | +169.5% | -241.7% | -94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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