+63.4%
VSH vs VSXY
+210.1%
-146.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +8.4% | -13.4% | -6.7% |
| 7D | -13.6% | +14.2% | -27.8% | -16.0% |
| 30D | -30.4% | +21.9% | -52.2% | -33.3% |
| 3M | -33.3% | +22.1% | -55.4% | -36.5% |
| 6M | -15.1% | +116.7% | -131.8% | -30.3% |
| YTD | +80.2% | +101.1% | -20.9% | +47.1% |
| 1Y | +63.4% | +208.0% | -144.7% | +18.8% |
| All | +63.4% | +210.1% | -146.8% | +18.8% |
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