+118.1%
VSH vs VSXY
+184.3%
-66.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.1% | +3.1% | +5.4% |
| 7D | +4.8% | +0.1% | +4.6% | +4.7% |
| 30D | -0.7% | -18.7% | +18.0% | +3.6% |
| 3M | -43.1% | -4.0% | -39.1% | -43.4% |
| 6M | +91.8% | +67.5% | +24.3% | +62.9% |
| YTD | +131.6% | +39.7% | +92.0% | +100.7% |
| 1Y | +118.1% | +180.0% | -61.9% | +37.8% |
| All | +118.1% | +184.3% | -66.2% | +37.8% |
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