+26.7%
Q vs VSXY
+118.8%
-92.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +1.3% |
| 7D | +0.2% | -14.0% | +14.2% | +2.1% |
| 30D | -11.1% | -15.9% | +4.8% | -9.4% |
| 3M | -22.1% | +3.4% | -25.5% | -23.2% |
| 6M | +0.5% | +25.9% | -25.4% | -6.9% |
| YTD | +47.8% | +39.5% | +8.3% | +36.2% |
| All | +26.7% | +118.8% | -92.1% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling