+271.9%
ASX vs VSXY
+198.1%
+73.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +7.0% | +4.0% |
| 7D | +11.1% | -10.7% | +21.8% | +12.4% |
| 30D | +9.6% | -24.3% | +33.9% | +13.0% |
| 3M | +18.6% | +1.0% | +17.6% | +17.2% |
| 6M | +92.1% | +57.4% | +34.8% | +76.1% |
| YTD | +158.5% | +39.8% | +118.7% | +135.6% |
| 1Y | +271.9% | +196.5% | +75.4% | +193.1% |
| All | +271.9% | +198.1% | +73.8% | +193.1% |
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 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