+371.4%
ASX vs VSXY
+522.0%
-150.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.1% | +3.6% | +7.9% |
| 7D | -12.3% | +15.2% | -27.5% | -13.9% |
| 30D | -26.0% | +37.0% | -63.0% | -29.0% |
| 3M | -8.1% | +15.2% | -23.3% | -10.2% |
| 6M | +1.4% | +136.3% | -134.9% | -11.3% |
| YTD | +115.6% | +109.6% | +6.0% | +89.8% |
| 1Y | +128.0% | +223.7% | -95.7% | +88.5% |
| 3Y | +371.4% | +516.3% | -144.9% | +242.9% |
| All | +371.4% | +522.0% | -150.6% | +242.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling