-94.6%
OPENZ vs VOO
+11.0%
-105.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -40.0% | +2.3% | -42.3% | -47.5% |
| 7D | -58.0% | +0.1% | -58.1% | -60.5% |
| 30D | -70.8% | -3.3% | -67.5% | -68.1% |
| 3M | -83.2% | -2.4% | -80.8% | -81.9% |
| 6M | -94.0% | +2.6% | -96.6% | -94.3% |
| YTD | -94.7% | +11.3% | -106.0% | -96.0% |
| All | -94.6% | +11.0% | -105.6% | -95.7% |
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