+14.7%
FXI vs VEU
+155.0%
-140.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.8% |
| 7D | -3.9% | -1.4% | -2.5% | -2.3% |
| 30D | -2.1% | -0.4% | -1.7% | -1.7% |
| 3M | -0.5% | +2.5% | -3.0% | -3.8% |
| 6M | -4.5% | +11.1% | -15.7% | -16.4% |
| YTD | -9.2% | +16.5% | -25.8% | -24.9% |
| 1Y | -13.8% | +22.9% | -36.7% | -32.9% |
| 3Y | +36.6% | +73.4% | -36.8% | -27.5% |
| 5Y | -6.7% | +56.1% | -62.8% | -43.8% |
| All | +14.7% | +155.0% | -140.3% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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