+645.4%
VST vs OPEN
-87.3%
+732.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | +1.6% |
| 7D | +10.9% | -31.1% | +42.0% | +12.4% |
| 30D | -15.6% | -34.7% | +19.1% | -14.5% |
| 3M | -7.8% | -61.9% | +54.1% | -4.4% |
| 6M | -12.0% | -71.9% | +59.9% | -7.7% |
| YTD | -16.9% | -76.6% | +59.7% | -12.5% |
| 1Y | -25.1% | -83.9% | +58.8% | -20.1% |
| 3Y | +297.1% | -34.4% | +331.4% | +274.3% |
| 5Y | +641.9% | -93.9% | +735.9% | +595.1% |
| All | +645.4% | -87.3% | +732.7% | +635.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling