-84.8%
OPENL vs VOO
+12.1%
-96.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.5% | -8.6% | -7.2% |
| 7D | -20.6% | -0.4% | -20.3% | -19.6% |
| 30D | -35.9% | -1.4% | -34.5% | -31.9% |
| 3M | -57.4% | +3.7% | -61.2% | -61.5% |
| 6M | -71.8% | +13.0% | -84.8% | -79.4% |
| YTD | -80.8% | +12.4% | -93.2% | -85.7% |
| All | -84.8% | +12.1% | -96.9% | -88.1% |
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