+107.4%
VSXY vs VT
+57.0%
+50.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.9% |
| 7D | -1.7% | +2.4% | -4.1% | -5.3% |
| 30D | +20.1% | -1.5% | +21.6% | +23.1% |
| 3M | +16.6% | -4.1% | +20.7% | +24.3% |
| 6M | +134.9% | +0.6% | +134.4% | +131.3% |
| YTD | +96.0% | +11.0% | +85.0% | +64.1% |
| 1Y | +203.8% | +13.3% | +190.4% | +145.9% |
| 3Y | +465.3% | +73.4% | +391.9% | +137.8% |
| All | +107.4% | +57.0% | +50.3% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling