-7.0%
FXI vs VEEV
-14.9%
+7.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -2.8% | -8.2% | +5.4% | -1.1% |
| 30D | -3.7% | +10.3% | -14.0% | -6.1% |
| 3M | -0.4% | +59.4% | -59.8% | -10.9% |
| 6M | -5.4% | +37.6% | -43.0% | -12.9% |
| YTD | -9.6% | +16.9% | -26.5% | -13.7% |
| 1Y | -11.9% | -5.0% | -7.0% | -11.6% |
| 3Y | +37.8% | +18.5% | +19.4% | +26.3% |
| 5Y | -7.0% | -13.8% | +6.8% | -13.0% |
| All | -7.0% | -14.9% | +7.8% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 5y: compounded portfolio wealth divided by compounded VEEV 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…
5y analysis · Full analysis span regression · 6 months rolling