+45.0%
BBY vs VSXY
+352.7%
-307.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | 0.0% | +2.6% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +9.4% | -18.7% | +28.1% | +12.9% |
| 3M | +19.3% | -4.0% | +23.3% | +19.5% |
| 6M | +47.9% | +67.5% | -19.6% | +31.0% |
| YTD | +39.6% | +39.7% | -0.1% | +27.1% |
| 1Y | +22.2% | +180.0% | -157.8% | -4.9% |
| 3Y | +45.0% | +337.3% | -292.3% | -2.9% |
| All | +45.0% | +352.7% | -307.7% | -2.9% |
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