+588.9%
VST vs OPEN
-93.8%
+682.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -21.8% | +32.3% | +11.6% |
| 7D | -9.8% | -22.2% | +12.4% | -9.1% |
| 30D | -25.1% | -38.3% | +13.2% | -23.7% |
| 3M | -11.6% | -59.4% | +47.8% | -7.9% |
| 6M | -20.9% | -74.4% | +53.4% | -15.9% |
| YTD | -22.3% | -76.0% | +53.7% | -17.4% |
| 1Y | -32.0% | -78.7% | +46.6% | -27.5% |
| 3Y | +262.4% | -30.0% | +292.4% | +232.7% |
| All | +588.9% | -93.8% | +682.7% | +568.8% |
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