+112.5%
NET vs VSXY
+14.5%
+98.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | -2.6% |
| 7D | -7.0% | -14.0% | +7.0% | -4.0% |
| 30D | -4.8% | -15.9% | +11.1% | -1.5% |
| 3M | +3.8% | +3.4% | +0.4% | +1.8% |
| 6M | +50.0% | +25.9% | +24.1% | +34.6% |
| YTD | +41.5% | +39.5% | +2.0% | +21.4% |
| 1Y | +32.8% | +194.4% | -161.5% | -11.2% |
| 3Y | +335.9% | +281.4% | +54.5% | +120.0% |
| All | +112.5% | +14.5% | +98.0% | +84.5% |
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 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