+25.7%
C vs VSXY
+202.3%
-176.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | +4.2% | -1.7% | +5.9% | +4.3% |
| 30D | +2.0% | +20.1% | -18.1% | +0.8% |
| 3M | -10.1% | +16.6% | -26.7% | -11.1% |
| 6M | +1.0% | +134.9% | -134.0% | -9.5% |
| YTD | +8.5% | +96.0% | -87.5% | +1.1% |
| 1Y | +25.7% | +203.8% | -178.0% | +14.4% |
| All | +25.7% | +202.3% | -176.6% | +14.4% |
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