+227.8%
VST vs OPEN
-17.5%
+245.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -9.6% | +3.4% | -5.7% |
| 7D | -19.9% | -5.8% | -14.1% | -19.8% |
| 30D | -29.7% | -21.1% | -8.5% | -29.0% |
| 3M | -19.6% | -52.4% | +32.8% | -16.9% |
| 6M | -29.4% | -65.8% | +36.4% | -26.1% |
| YTD | -29.7% | -69.3% | +39.6% | -26.2% |
| 1Y | -40.0% | -75.2% | +35.2% | -36.7% |
| All | +227.8% | -17.5% | +245.3% | +195.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling