+15.2%
FXI vs VG
-51.4%
+66.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.0% | +1.1% |
| 7D | +6.9% | -22.0% | +28.9% | +7.3% |
| 30D | +3.5% | -14.7% | +18.2% | +3.7% |
| 3M | -3.2% | -7.1% | +3.9% | -3.2% |
| 6M | -3.5% | -11.2% | +7.6% | -3.7% |
| YTD | -8.1% | +69.8% | -77.9% | -12.5% |
| 1Y | -10.5% | +49.9% | -60.4% | -14.3% |
| All | +15.2% | -51.4% | +66.6% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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