+732.6%
VST vs OPEN
-70.7%
+803.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.5% |
| 7D | +8.9% | -4.3% | +13.2% | +9.1% |
| 30D | +6.2% | -16.2% | +22.4% | +7.0% |
| 3M | -2.7% | -36.4% | +33.6% | -1.0% |
| 6M | -8.4% | -35.5% | +27.1% | -7.0% |
| YTD | -7.2% | -46.0% | +38.8% | -5.2% |
| 1Y | -20.9% | -47.1% | +26.3% | -20.3% |
| 3Y | +384.0% | -19.0% | +403.0% | +351.9% |
| 5Y | +757.1% | -83.6% | +840.6% | +679.3% |
| All | +732.6% | -70.7% | +803.3% | +696.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling