+25.0%
V vs VSXY
+199.0%
-174.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.8% | +3.5% | -1.2% |
| 7D | -0.4% | -1.6% | +1.2% | -0.3% |
| 30D | +6.3% | +17.8% | -11.5% | +6.4% |
| 3M | +17.2% | +12.5% | +4.7% | +17.3% |
| 6M | +29.2% | +124.7% | -95.5% | +27.3% |
| YTD | +20.8% | +93.2% | -72.4% | +19.6% |
| 1Y | +25.0% | +195.6% | -170.6% | +19.6% |
| All | +25.0% | +199.0% | -174.0% | +19.6% |
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 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