+208.0%
VSXY vs BUD
+38.4%
+169.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.1% | +5.3% | +6.9% |
| 7D | +14.2% | +3.3% | +10.9% | +12.3% |
| 30D | +21.9% | +11.8% | +10.0% | +14.1% |
| 3M | +22.1% | -1.1% | +23.2% | +23.1% |
| 6M | +116.7% | +14.9% | +101.8% | +100.6% |
| YTD | +101.1% | +32.6% | +68.5% | +68.7% |
| 1Y | +208.0% | +37.2% | +170.9% | +153.3% |
| All | +208.0% | +38.4% | +169.7% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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