-10.1%
HSY vs VSXY
+339.2%
-349.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.3% | +1.3% |
| 7D | -0.4% | -0.3% | -0.1% | -0.4% |
| 30D | -3.4% | -22.1% | +18.6% | -3.2% |
| 3M | -0.5% | -1.1% | +0.6% | -0.5% |
| 6M | -19.1% | +53.8% | -73.0% | -19.5% |
| YTD | -2.1% | +35.5% | -37.5% | -2.4% |
| 1Y | -3.2% | +186.0% | -189.2% | -5.0% |
| All | -10.1% | +339.2% | -349.3% | -15.3% |
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