+3.7%
U vs VSXY
+224.6%
-220.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -1.4% |
| 7D | -3.8% | -14.0% | +10.2% | -1.9% |
| 30D | +17.5% | -15.9% | +33.4% | +20.0% |
| 3M | +38.7% | +3.4% | +35.3% | +37.6% |
| 6M | +104.4% | +25.9% | +78.5% | +95.9% |
| YTD | -5.7% | +39.5% | -45.2% | -13.5% |
| 1Y | +3.7% | +194.4% | -190.7% | -24.3% |
| All | +3.7% | +224.6% | -220.9% | -24.3% |
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