+215.0%
HIMS vs VSXY
+15.5%
+199.5%
-78.9%
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% | -1.0% |
| 7D | -1.4% | -0.3% | -1.0% | -1.3% |
| 30D | -10.1% | -22.1% | +12.0% | -5.2% |
| 3M | -1.2% | -1.1% | -0.1% | -1.6% |
| 6M | +16.9% | +53.8% | -36.9% | +1.8% |
| YTD | -15.5% | +35.5% | -51.0% | -25.0% |
| 1Y | -42.6% | +186.0% | -228.6% | -58.3% |
| 3Y | +320.2% | +343.2% | -23.0% | +151.8% |
| 5Y | +215.0% | +19.0% | +196.0% | +173.7% |
| All | +215.0% | +15.5% | +199.5% | +173.7% |
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