+337.7%
VSXY vs URA
+116.4%
+221.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.2% |
| 7D | -10.7% | +5.7% | -16.4% | -11.9% |
| 30D | -24.3% | +5.6% | -29.8% | -25.4% |
| 3M | +1.0% | +6.2% | -5.2% | -0.9% |
| 6M | +57.4% | -8.2% | +65.6% | +59.5% |
| YTD | +39.8% | +9.7% | +30.1% | +37.4% |
| 1Y | +196.5% | +17.0% | +179.5% | +184.6% |
| All | +337.7% | +116.4% | +221.2% | +258.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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