+86.2%
SU vs VSXY
+210.1%
-124.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.4% | -12.9% | -4.2% |
| 7D | -7.1% | +14.2% | -21.3% | -6.6% |
| 30D | +4.8% | +21.9% | -17.1% | +5.6% |
| 3M | +12.5% | +22.1% | -9.6% | +13.7% |
| 6M | +6.5% | +116.7% | -110.2% | +9.8% |
| YTD | +65.8% | +101.1% | -35.3% | +70.7% |
| 1Y | +86.2% | +208.0% | -121.9% | +91.0% |
| All | +86.2% | +210.1% | -124.0% | +91.0% |
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