-74.4%
OPENZ vs VOO
+12.6%
-87.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | +0.6% |
| 7D | -14.5% | +0.5% | -15.1% | -16.7% |
| 30D | -20.0% | -0.9% | -19.1% | -14.1% |
| 3M | -56.9% | +3.9% | -60.8% | -59.9% |
| 6M | -68.7% | +14.5% | -83.3% | -78.1% |
| YTD | -74.9% | +13.0% | -87.9% | -81.1% |
| All | -74.4% | +12.6% | -87.0% | -79.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling