+57.1%
CVE vs VSXY
+217.9%
-160.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | +0.7% |
| 7D | -10.1% | +15.2% | -25.3% | -9.5% |
| 30D | -12.1% | +37.0% | -49.1% | -11.1% |
| 3M | -1.9% | +15.2% | -17.1% | -1.1% |
| 6M | -1.8% | +136.3% | -138.1% | +2.5% |
| YTD | +65.8% | +109.6% | -43.8% | +71.3% |
| All | +57.1% | +217.9% | -160.8% | +63.1% |
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