+643.0%
VST vs OPEN
-88.9%
+731.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.6% | +2.5% | -1.0% |
| 7D | +6.6% | -15.0% | +21.6% | +7.2% |
| 30D | -12.4% | -40.2% | +27.8% | -10.9% |
| 3M | -9.0% | -67.4% | +58.4% | -5.1% |
| 6M | -6.4% | -74.0% | +67.6% | -1.7% |
| YTD | -17.2% | -79.6% | +62.4% | -12.3% |
| 1Y | -22.0% | -86.1% | +64.1% | -16.3% |
| 3Y | +296.7% | -41.4% | +338.0% | +275.5% |
| 5Y | +637.6% | -94.9% | +732.4% | +594.5% |
| All | +643.0% | -88.9% | +731.9% | +636.5% |
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 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