+11.8%
NOW vs VSXY
+335.0%
-323.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.9% | -8.8% | -5.1% |
| 7D | -6.1% | -6.8% | +0.7% | -5.9% |
| 30D | +7.5% | -20.4% | +27.8% | +8.4% |
| 3M | +17.5% | +2.9% | +14.6% | +17.3% |
| 6M | +7.9% | +67.9% | -60.0% | +4.1% |
| YTD | -12.4% | +44.9% | -57.2% | -15.0% |
| 1Y | -28.6% | +205.9% | -234.5% | -35.7% |
| 3Y | +11.8% | +373.9% | -362.0% | -2.9% |
| All | +11.8% | +335.0% | -323.1% | -2.9% |
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