+75.4%
VEA vs VSXY
+352.7%
-277.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | +0.9% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | -0.8% | -18.7% | +17.8% | +0.3% |
| 3M | +2.5% | -4.0% | +6.4% | +2.5% |
| 6M | +11.1% | +67.5% | -56.3% | +6.4% |
| YTD | +17.2% | +39.7% | -22.5% | +13.2% |
| 1Y | +24.5% | +180.0% | -155.5% | +14.7% |
| 3Y | +75.4% | +337.3% | -261.9% | +53.4% |
| All | +75.4% | +352.7% | -277.3% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling