+36.0%
FXI vs VCLT
+11.3%
+24.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | 0.0% |
| 7D | -2.8% | -1.3% | -1.5% | -2.2% |
| 30D | -3.7% | -1.1% | -2.6% | -3.2% |
| 3M | -0.4% | -3.7% | +3.3% | +1.3% |
| 6M | -5.4% | -4.0% | -1.4% | -3.6% |
| YTD | -9.6% | -3.4% | -6.2% | -8.2% |
| 1Y | -11.9% | -4.1% | -7.8% | -10.2% |
| All | +36.0% | +11.3% | +24.7% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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