+511.3%
ASX vs VSXY
+37.7%
+473.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +7.0% | +4.1% |
| 7D | +11.1% | -10.7% | +21.8% | +12.9% |
| 30D | +9.6% | -24.3% | +33.9% | +14.1% |
| 3M | +18.6% | +1.0% | +17.6% | +17.4% |
| 6M | +92.1% | +57.4% | +34.8% | +73.8% |
| YTD | +158.5% | +39.8% | +118.7% | +136.3% |
| 1Y | +271.9% | +196.5% | +75.4% | +196.9% |
| 3Y | +465.2% | +357.2% | +108.0% | +282.9% |
| 5Y | +479.4% | +18.9% | +460.5% | +390.3% |
| All | +511.3% | +37.7% | +473.7% | +401.2% |
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