-85.5%
OPENW vs VOO
+13.3%
-98.8%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | -0.4% | -11.2% | -9.9% |
| 7D | -21.5% | +0.1% | -21.6% | -22.1% |
| 30D | -39.7% | +0.1% | -39.8% | -39.3% |
| 3M | -76.0% | +2.0% | -78.0% | -76.7% |
| 6M | -78.5% | +13.0% | -91.6% | -83.3% |
| YTD | -82.1% | +13.6% | -95.7% | -86.4% |
| All | -85.5% | +13.3% | -98.8% | -88.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling