+12.5%
VOO vs OPEN
-82.9%
+95.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +1.0% |
| 7D | -0.9% | -31.1% | +30.1% | +1.8% |
| 30D | -2.3% | -34.7% | +32.3% | +0.5% |
| 3M | -1.2% | -61.9% | +60.7% | +6.1% |
| 6M | +3.3% | -71.9% | +75.2% | +13.0% |
| YTD | +12.3% | -76.6% | +88.9% | +23.3% |
| 1Y | +12.5% | -83.9% | +96.4% | +26.2% |
| All | +12.5% | -82.9% | +95.4% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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