+517.6%
FXH vs VOO
+817.1%
-299.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.4% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +4.0% | +0.1% | +4.0% | +4.0% |
| 3M | +14.5% | +2.0% | +12.5% | +12.2% |
| 6M | +17.5% | +13.0% | +4.4% | +5.2% |
| YTD | +17.6% | +13.6% | +4.0% | +4.8% |
| 1Y | +24.3% | +20.1% | +4.3% | +5.5% |
| 3Y | +30.0% | +77.6% | -47.6% | -23.0% |
| 5Y | +6.2% | +82.4% | -76.3% | -39.3% |
| 10Y | +123.5% | +316.8% | -193.4% | -42.4% |
| All | +517.6% | +817.1% | -299.5% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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