-83.7%
IRE vs VSXY
+140.5%
-224.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +2.6% | +11.4% | +13.0% |
| 7D | +54.8% | -14.0% | +68.8% | +62.1% |
| 30D | +18.4% | -15.9% | +34.3% | +24.3% |
| 3M | -66.7% | +3.4% | -70.1% | -67.7% |
| 6M | -52.3% | +25.9% | -78.2% | -58.3% |
| YTD | -52.3% | +39.5% | -91.8% | -63.3% |
| All | -83.7% | +140.5% | -224.2% | -94.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling