+77.8%
VSXY vs URA
+192.9%
-115.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.4% |
| 7D | -14.0% | +1.1% | -15.1% | -14.3% |
| 30D | -15.9% | +7.4% | -23.3% | -17.7% |
| 3M | +3.4% | -8.4% | +11.8% | +4.9% |
| 6M | +25.9% | -12.7% | +38.6% | +29.4% |
| YTD | +39.5% | +7.8% | +31.7% | +35.7% |
| 1Y | +194.4% | +19.5% | +174.9% | +175.5% |
| 3Y | +281.4% | +116.4% | +165.0% | +192.3% |
| 5Y | +12.8% | +134.3% | -121.5% | -11.2% |
| All | +77.8% | +192.9% | -115.1% | +57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling