+916.1%
WDC vs VSXY
+22.6%
+893.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -3.6% |
| 7D | -4.3% | +0.1% | -4.4% | -4.4% |
| 30D | -1.5% | -18.7% | +17.2% | +2.4% |
| 3M | -15.5% | -4.0% | -11.5% | -16.1% |
| 6M | +66.5% | +67.5% | -1.0% | +41.7% |
| YTD | +159.9% | +39.7% | +120.2% | +129.5% |
| 1Y | +366.0% | +180.0% | +186.0% | +249.1% |
| 3Y | +1,285.8% | +337.3% | +948.5% | +736.2% |
| All | +916.1% | +22.6% | +893.4% | +742.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling