+51.9%
DOW vs VSXY
+210.1%
-158.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.4% | -11.6% | -3.1% |
| 7D | -4.2% | +14.2% | -18.4% | -4.0% |
| 30D | +14.7% | +21.9% | -7.2% | +15.0% |
| 3M | +9.1% | +22.1% | -13.1% | +9.4% |
| 6M | -17.7% | +116.7% | -134.3% | -16.3% |
| YTD | +44.6% | +101.1% | -56.5% | +45.0% |
| 1Y | +51.9% | +208.0% | -156.1% | +36.0% |
| All | +51.9% | +210.1% | -158.2% | +36.0% |
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