+184.2%
VSXY vs VT
+13.3%
+170.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +9.0% | -1.6% | +10.6% | +11.3% |
| 30D | +9.6% | -2.5% | +12.1% | +13.0% |
| 3M | +12.8% | -1.3% | +14.1% | +14.1% |
| 6M | +92.0% | +3.1% | +88.9% | +81.9% |
| YTD | +85.6% | +10.9% | +74.6% | +56.4% |
| All | +184.2% | +13.3% | +170.9% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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