+498.8%
SVXY price history and return analytics
+478.5%
+20.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | +0.3% |
| 7D | +1.5% | +1.0% | +0.5% | -0.7% |
| 30D | +6.2% | -0.2% | +6.4% | +6.7% |
| 3M | +16.0% | +4.5% | +11.4% | +5.0% |
| 6M | +35.3% | +14.1% | +21.2% | +0.9% |
| YTD | +13.8% | +14.8% | -1.0% | -16.0% |
| 1Y | +26.7% | +21.2% | +5.5% | -16.8% |
| 3Y | +38.8% | +76.6% | -37.8% | -58.3% |
| 5Y | +118.2% | +66.6% | +51.6% | -25.9% |
| 10Y | -20.0% | +222.3% | -242.3% | -97.2% |
| All | +498.8% | +478.5% | +20.3% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling