-87.4%
OPEN vs VOO
+169.2%
-256.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.9% | +0.9% |
| 7D | -31.1% | -0.9% | -30.1% | -29.5% |
| 30D | -34.7% | -2.3% | -32.3% | -30.3% |
| 3M | -61.9% | -1.2% | -60.7% | -60.4% |
| 6M | -71.9% | +3.3% | -75.2% | -73.5% |
| YTD | -76.6% | +12.3% | -88.9% | -82.1% |
| 1Y | -83.9% | +12.5% | -96.4% | -87.6% |
| 3Y | -34.4% | +79.2% | -113.6% | -84.0% |
| 5Y | -93.9% | +75.7% | -169.6% | -98.2% |
| All | -87.4% | +169.2% | -256.5% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling