+213.9%
FXI vs VIAV
+159.6%
+54.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +11.2% | -13.6% | -5.3% |
| 7D | -1.0% | +11.3% | -12.3% | -3.9% |
| 30D | -3.2% | -1.0% | -2.2% | -4.0% |
| 3M | +1.7% | -20.5% | +22.2% | +4.7% |
| 6M | -1.6% | +39.0% | -40.5% | -14.4% |
| YTD | -7.9% | +117.5% | -125.4% | -30.4% |
| 1Y | -9.6% | +233.8% | -243.4% | -40.1% |
| 3Y | +40.5% | +295.4% | -255.0% | -14.8% |
| 5Y | -6.2% | +134.3% | -140.5% | -35.8% |
| 10Y | +14.2% | +398.7% | -384.6% | -40.2% |
| All | +213.9% | +159.6% | +54.3% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 all: compounded portfolio wealth divided by compounded VIAV 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…
all analysis · Full analysis span regression · 6 months rolling