+417.4%
WDC vs VSXY
+224.6%
+192.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | +5.4% |
| 7D | +1.7% | -14.0% | +15.7% | +4.2% |
| 30D | -10.0% | -15.9% | +6.0% | -7.8% |
| 3M | -18.8% | +3.4% | -22.1% | -21.0% |
| 6M | +79.0% | +25.9% | +53.1% | +63.0% |
| YTD | +171.6% | +39.5% | +132.1% | +135.2% |
| 1Y | +417.4% | +194.4% | +223.0% | +234.1% |
| All | +417.4% | +224.6% | +192.8% | +234.1% |
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