+51.0%
FXH vs VT
+69.4%
-18.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | -0.9% |
| 7D | +0.1% | -4.2% | +4.3% | +3.1% |
| 30D | +7.1% | -5.8% | +12.9% | +11.5% |
| 3M | +8.1% | -5.2% | +13.3% | +12.1% |
| 6M | +22.9% | +0.1% | +22.8% | +22.0% |
| YTD | +22.1% | +8.2% | +13.9% | +13.9% |
| 1Y | +24.9% | +10.1% | +14.7% | +14.9% |
| All | +51.0% | +69.4% | -18.4% | -5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling