-70.8%
OPEN vs VOO
+172.2%
-243.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.6% |
| 7D | -4.3% | +0.1% | -4.4% | -4.5% |
| 30D | -16.2% | +0.1% | -16.3% | -16.1% |
| 3M | -36.4% | +2.0% | -38.4% | -38.6% |
| 6M | -35.5% | +13.0% | -48.5% | -51.9% |
| YTD | -46.0% | +13.6% | -59.6% | -60.0% |
| 1Y | -47.1% | +20.1% | -67.2% | -65.0% |
| 3Y | -19.0% | +77.6% | -96.6% | -79.6% |
| 5Y | -83.6% | +82.4% | -166.0% | -95.4% |
| All | -70.8% | +172.2% | -243.0% | -94.8% |
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 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