+724.9%
DELL vs VSXY
+352.7%
+372.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.1% | +8.9% | +11.7% |
| 7D | +8.2% | +0.1% | +8.1% | +8.2% |
| 30D | +17.1% | -18.7% | +35.8% | +18.7% |
| 3M | +45.2% | -4.0% | +49.1% | +44.9% |
| 6M | +286.8% | +67.5% | +219.3% | +258.1% |
| YTD | +354.8% | +39.7% | +315.1% | +327.0% |
| 1Y | +358.3% | +180.0% | +178.3% | +280.8% |
| 3Y | +724.9% | +337.3% | +387.6% | +565.8% |
| All | +724.9% | +352.7% | +372.2% | +565.8% |
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