+11.9%
VT vs VSXY
+210.1%
-198.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +2.0% | -0.4% |
| 7D | -0.1% | +10.2% | -10.3% | -0.6% |
| 30D | -3.1% | +33.6% | -36.7% | -4.3% |
| 3M | -3.5% | +10.8% | -14.3% | -4.1% |
| 6M | +0.5% | +130.5% | -130.1% | -4.7% |
| YTD | +10.8% | +104.4% | -93.7% | +5.3% |
| 1Y | +11.9% | +216.5% | -204.6% | +3.7% |
| All | +11.9% | +210.1% | -198.2% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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