+208.0%
VSXY vs VO
+16.3%
+191.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.9% | +7.5% | +7.0% |
| 7D | +14.2% | +1.0% | +13.2% | +12.6% |
| 30D | +21.9% | +2.6% | +19.2% | +16.7% |
| 3M | +22.1% | -0.3% | +22.4% | +22.7% |
| 6M | +116.7% | +7.6% | +109.1% | +87.8% |
| YTD | +101.1% | +14.7% | +86.4% | +58.9% |
| 1Y | +208.0% | +16.4% | +191.6% | +136.1% |
| All | +208.0% | +16.3% | +191.8% | +136.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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