-81.0%
QID vs VSXY
+22.6%
-103.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.9% | -1.0% |
| 7D | +1.3% | +0.1% | +1.2% | +1.4% |
| 30D | +2.9% | -18.7% | +21.6% | -1.9% |
| 3M | -0.7% | -4.0% | +3.3% | -0.8% |
| 6M | -29.7% | +67.5% | -97.2% | -16.2% |
| YTD | -27.9% | +39.7% | -67.5% | -17.3% |
| 1Y | -34.6% | +180.0% | -214.5% | -6.6% |
| 3Y | -73.5% | +337.3% | -410.8% | -48.1% |
| All | -81.0% | +22.6% | -103.7% | -74.2% |
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