+25.8%
C vs VSXY
+211.8%
-186.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.6% |
| 7D | -0.4% | +0.8% | -1.3% | -0.5% |
| 30D | -5.3% | +24.0% | -29.3% | -6.7% |
| 3M | -8.0% | +16.7% | -24.7% | -9.0% |
| 6M | -0.3% | +138.6% | -138.9% | -10.6% |
| YTD | +8.6% | +102.8% | -94.2% | +0.8% |
| 1Y | +25.8% | +214.2% | -188.3% | +13.1% |
| All | +25.8% | +211.8% | -186.0% | +13.1% |
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