+23.7%
WMB vs VSXY
+210.1%
-186.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.4% | -14.7% | -6.4% |
| 7D | -8.6% | +14.2% | -22.8% | -8.8% |
| 30D | -4.2% | +21.9% | -26.0% | -4.4% |
| 3M | -4.4% | +22.1% | -26.5% | -4.8% |
| 6M | -8.7% | +116.7% | -125.4% | -9.3% |
| YTD | +15.4% | +101.1% | -85.7% | +14.9% |
| 1Y | +23.7% | +208.0% | -184.3% | +19.9% |
| All | +23.7% | +210.1% | -186.4% | +19.9% |
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