+146.5%
ASX vs VSXY
+210.1%
-63.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +8.4% | -12.3% | -5.0% |
| 7D | -14.6% | +14.2% | -28.8% | -16.1% |
| 30D | -21.1% | +21.9% | -42.9% | -23.1% |
| 3M | -3.1% | +22.1% | -25.2% | -6.0% |
| 6M | +17.4% | +116.7% | -99.3% | +4.7% |
| YTD | +135.3% | +101.1% | +34.2% | +106.2% |
| 1Y | +146.5% | +208.0% | -61.5% | +102.7% |
| All | +146.5% | +210.1% | -63.6% | +102.7% |
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