+15.6%
NOW vs VSXY
+37.7%
-22.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.9% |
| 7D | -4.1% | -10.7% | +6.6% | -3.1% |
| 30D | +2.9% | -24.3% | +27.1% | +5.9% |
| 3M | +22.6% | +1.0% | +21.6% | +21.9% |
| 6M | +7.5% | +57.4% | -49.8% | -1.0% |
| YTD | -14.4% | +39.8% | -54.2% | -20.5% |
| 1Y | -29.8% | +196.5% | -226.3% | -42.8% |
| 3Y | +9.2% | +357.2% | -348.0% | -25.6% |
| 5Y | +0.8% | +18.9% | -18.1% | -12.5% |
| All | +15.6% | +37.7% | -22.1% | +0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling