+319.1%
DELL vs VSXY
+224.6%
+94.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +1.7% |
| 7D | +14.9% | -14.0% | +28.9% | +13.8% |
| 30D | +13.3% | -15.9% | +29.2% | +12.2% |
| 3M | +24.4% | +3.4% | +21.0% | +24.8% |
| 6M | +258.0% | +25.9% | +232.1% | +264.7% |
| YTD | +320.2% | +39.5% | +280.7% | +313.4% |
| 1Y | +319.1% | +194.4% | +124.7% | +211.5% |
| All | +319.1% | +224.6% | +94.5% | +211.5% |
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