+477.7%
ASX vs VSXY
+21.5%
+456.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.9% | +2.2% | +5.4% |
| 7D | +6.3% | -6.8% | +13.1% | +7.3% |
| 30D | +6.4% | -20.4% | +26.8% | +10.1% |
| 3M | +13.1% | +2.9% | +10.3% | +11.6% |
| 6M | +90.3% | +67.9% | +22.4% | +69.4% |
| YTD | +149.6% | +44.9% | +104.8% | +125.8% |
| 1Y | +249.2% | +205.9% | +43.3% | +173.6% |
| 3Y | +445.9% | +373.9% | +72.0% | +254.9% |
| 5Y | +477.7% | +23.5% | +454.3% | +409.3% |
| All | +477.7% | +21.5% | +456.2% | +409.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling