-37.0%
OPEN vs VOO
+78.8%
-115.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.7% | -6.3% |
| 7D | -24.7% | -0.6% | -24.1% | -23.4% |
| 30D | -41.0% | -3.6% | -37.3% | -35.2% |
| 3M | -62.4% | -2.7% | -59.6% | -59.4% |
| 6M | -73.9% | +2.2% | -76.1% | -74.6% |
| YTD | -77.5% | +10.9% | -88.4% | -81.8% |
| 1Y | -83.6% | +11.3% | -94.9% | -86.7% |
| 3Y | -37.0% | +76.9% | -113.9% | -89.8% |
| All | -37.0% | +78.8% | -115.8% | -89.8% |
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