+438.5%
ASX vs VSXY
+90.2%
+348.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.8% | +0.7% | -3.3% |
| 7D | +22.1% | -1.6% | +23.7% | +22.5% |
| 30D | -23.8% | +17.8% | -41.6% | -25.7% |
| 3M | -7.6% | +12.5% | -20.1% | -9.7% |
| 6M | +6.9% | +124.7% | -117.8% | -8.5% |
| YTD | +127.7% | +93.2% | +34.5% | +97.6% |
| 1Y | +144.5% | +195.6% | -51.1% | +96.2% |
| 3Y | +377.8% | +434.6% | -56.9% | +220.6% |
| 5Y | +498.2% | +103.3% | +394.9% | +376.0% |
| All | +438.5% | +90.2% | +348.2% | +319.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling