+87.7%
HST vs VSXY
+446.9%
-359.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.8% | +3.8% | -0.4% |
| 7D | +3.6% | -1.6% | +5.2% | +3.8% |
| 30D | +9.9% | +17.8% | -7.9% | +7.4% |
| 3M | +12.9% | +12.5% | +0.5% | +10.6% |
| 6M | +22.9% | +124.7% | -101.9% | +7.0% |
| YTD | +52.4% | +93.2% | -40.7% | +34.9% |
| 1Y | +52.5% | +195.6% | -143.1% | +25.7% |
| All | +87.7% | +446.9% | -359.3% | +35.7% |
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 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