+73.9%
HST vs VSXY
+19.3%
+54.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +0.5% |
| 7D | -0.3% | -10.7% | +10.4% | +1.4% |
| 30D | -2.8% | -24.3% | +21.5% | +1.6% |
| 3M | -6.5% | +1.0% | -7.5% | -7.3% |
| 6M | +20.7% | +57.4% | -36.6% | +8.1% |
| YTD | +30.5% | +39.8% | -9.3% | +18.6% |
| 1Y | +36.8% | +196.5% | -159.7% | +6.4% |
| 3Y | +65.9% | +357.2% | -291.4% | +6.8% |
| 5Y | +73.9% | +18.9% | +55.0% | +47.6% |
| All | +73.9% | +19.3% | +54.6% | +47.6% |
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