+163.1%
WWD vs VSXY
+352.7%
-189.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +1.1% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | -6.9% | -18.7% | +11.7% | -5.4% |
| 3M | -13.0% | -4.0% | -9.1% | -13.1% |
| 6M | -12.5% | +67.5% | -79.9% | -18.2% |
| YTD | +11.8% | +39.7% | -27.8% | +6.0% |
| 1Y | +41.1% | +180.0% | -138.9% | +25.0% |
| 3Y | +163.1% | +337.3% | -174.2% | +119.9% |
| All | +163.1% | +352.7% | -189.7% | +119.9% |
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