+72.2%
EQX vs VSXY
+22.6%
+49.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.4% | +1.4% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | +7.8% | -18.7% | +26.4% | +9.2% |
| 3M | +21.3% | -4.0% | +25.3% | +21.4% |
| 6M | -22.4% | +67.5% | -89.9% | -26.2% |
| YTD | -11.3% | +39.7% | -51.0% | -14.8% |
| 1Y | +13.5% | +180.0% | -166.5% | +2.3% |
| 3Y | +162.1% | +337.3% | -175.1% | +114.9% |
| All | +72.2% | +22.6% | +49.6% | +47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling