-91.0%
OPENZ vs VOO
+8.4%
-99.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.1% | +0.3% | -27.4% | -28.2% |
| 7D | -30.0% | -2.7% | -27.3% | -23.2% |
| 30D | -52.7% | -5.4% | -47.3% | -41.4% |
| 3M | -69.0% | -4.1% | -65.0% | -62.8% |
| 6M | -91.0% | +0.7% | -91.8% | -90.5% |
| YTD | -91.2% | +8.7% | -100.0% | -92.4% |
| All | -91.0% | +8.4% | -99.4% | -91.8% |
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 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