+50.4%
HAS vs VSXY
+125.0%
-74.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.0% |
| 7D | +2.2% | +15.2% | -13.0% | +0.2% |
| 30D | +29.6% | +37.0% | -7.4% | +23.9% |
| 3M | +30.3% | +15.2% | +15.1% | +27.1% |
| 6M | +25.6% | +136.3% | -110.7% | +8.2% |
| YTD | +50.8% | +109.6% | -58.7% | +31.2% |
| 1Y | +63.0% | +223.7% | -160.7% | +31.0% |
| 3Y | +211.6% | +516.3% | -304.7% | +107.6% |
| 5Y | +50.4% | +125.1% | -74.8% | +18.5% |
| All | +50.4% | +125.0% | -74.6% | +18.5% |
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 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