+78.0%
VSXY price history and return analytics
+71.7%
+6.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +1.6% |
| 7D | +0.1% | -1.1% | +1.2% | +2.0% |
| 30D | -18.7% | -1.0% | -17.7% | -17.5% |
| 3M | -4.0% | +3.2% | -7.1% | -9.3% |
| 6M | +67.5% | +12.5% | +55.0% | +37.3% |
| YTD | +39.7% | +14.1% | +25.6% | +12.1% |
| 1Y | +180.0% | +18.9% | +161.1% | +110.8% |
| 3Y | +337.3% | +74.1% | +263.2% | +82.0% |
| 5Y | +22.7% | +66.9% | -44.2% | -43.5% |
| All | +78.0% | +71.7% | +6.3% | -21.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling