+88.8%
APA vs VSXY
+224.6%
-135.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.8% | -3.1% |
| 7D | +0.5% | -14.0% | +14.5% | 0.0% |
| 30D | +23.4% | -15.9% | +39.3% | +22.7% |
| 3M | +12.7% | +3.4% | +9.3% | +13.3% |
| 6M | +39.4% | +25.9% | +13.5% | +45.1% |
| YTD | +79.0% | +39.5% | +39.5% | +85.4% |
| 1Y | +88.8% | +194.4% | -105.5% | +83.6% |
| All | +88.8% | +224.6% | -135.7% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling