+90.9%
LYV vs VSXY
+22.6%
+68.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.0% | -0.4% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -8.2% | -18.7% | +10.5% | -5.9% |
| 3M | -1.3% | -4.0% | +2.7% | -1.2% |
| 6M | +2.6% | +67.5% | -64.9% | -6.6% |
| YTD | +19.4% | +39.7% | -20.2% | +10.8% |
| 1Y | -2.2% | +180.0% | -182.2% | -19.7% |
| 3Y | +106.0% | +337.3% | -231.2% | +42.1% |
| All | +90.9% | +22.6% | +68.3% | +65.1% |
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