+75.7%
VOO vs OPEN
-94.2%
+169.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +1.0% |
| 7D | -0.9% | -31.1% | +30.1% | +1.2% |
| 30D | -2.3% | -34.7% | +32.3% | -0.1% |
| 3M | -1.2% | -61.9% | +60.7% | +4.4% |
| 6M | +3.3% | -71.9% | +75.2% | +10.8% |
| YTD | +12.3% | -76.6% | +88.9% | +21.0% |
| 1Y | +12.5% | -83.9% | +96.4% | +23.6% |
| 3Y | +79.2% | -34.4% | +113.6% | +59.2% |
| 5Y | +75.7% | -93.9% | +169.6% | +87.5% |
| All | +75.7% | -94.2% | +169.9% | +87.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling