-29.0%
WU vs VSXY
+352.7%
-381.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | +0.4% |
| 7D | -3.5% | +0.1% | -3.6% | -3.5% |
| 30D | -2.9% | -18.7% | +15.7% | -2.1% |
| 3M | -2.3% | -4.0% | +1.7% | -2.3% |
| 6M | -25.4% | +67.5% | -92.8% | -28.2% |
| YTD | -21.2% | +39.7% | -60.9% | -23.5% |
| 1Y | -8.9% | +180.0% | -188.8% | -16.4% |
| 3Y | -29.0% | +337.3% | -366.2% | -38.9% |
| All | -29.0% | +352.7% | -381.7% | -38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling