+18.9%
VSXY vs URA
+132.7%
-113.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.1% |
| 7D | -10.7% | +5.7% | -16.4% | -12.1% |
| 30D | -24.3% | +5.6% | -29.8% | -25.6% |
| 3M | +1.0% | +6.2% | -5.2% | -1.3% |
| 6M | +57.4% | -8.2% | +65.6% | +59.7% |
| YTD | +39.8% | +9.7% | +30.1% | +35.0% |
| 1Y | +196.5% | +17.0% | +179.5% | +177.4% |
| 3Y | +357.2% | +118.5% | +238.8% | +240.9% |
| 5Y | +18.9% | +134.3% | -115.5% | -15.0% |
| All | +18.9% | +132.7% | -113.8% | -15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling