-18.8%
OPEN vs VOO
+79.1%
-97.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -1.2% |
| 7D | +1.0% | +0.5% | +0.4% | -0.3% |
| 30D | -11.9% | -0.9% | -11.0% | -9.6% |
| 3M | -28.8% | +3.9% | -32.7% | -34.4% |
| 6M | -38.6% | +14.5% | -53.1% | -54.9% |
| YTD | -47.3% | +13.0% | -60.3% | -59.8% |
| 1Y | -49.2% | +19.4% | -68.6% | -64.9% |
| 3Y | -18.8% | +78.9% | -97.7% | -83.8% |
| All | -18.8% | +79.1% | -97.9% | -83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling