-81.2%
OPEN vs VSXY
+33.4%
-114.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.1% | -3.6% | -5.5% |
| 7D | -10.5% | -0.3% | -10.2% | -10.5% |
| 30D | -21.8% | -22.1% | +0.3% | -14.6% |
| 3M | -37.5% | -1.1% | -36.4% | -38.5% |
| 6M | -44.1% | +53.8% | -97.9% | -57.0% |
| YTD | -52.0% | +35.5% | -87.5% | -61.4% |
| 1Y | -52.2% | +186.0% | -238.2% | -73.0% |
| 3Y | -25.9% | +343.2% | -369.1% | -70.5% |
| 5Y | -85.1% | +19.0% | -104.1% | -89.8% |
| All | -81.2% | +33.4% | -114.7% | -87.6% |
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