+14.7%
FXI vs VNQ
+64.0%
-49.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | -3.9% | -1.3% | -2.6% | -3.3% |
| 30D | -2.1% | -2.6% | +0.5% | -0.9% |
| 3M | -0.5% | -2.0% | +1.6% | +0.3% |
| 6M | -4.5% | +4.3% | -8.9% | -6.6% |
| YTD | -9.2% | +9.2% | -18.5% | -13.2% |
| 1Y | -13.8% | +5.6% | -19.4% | -16.3% |
| 3Y | +36.6% | +30.8% | +5.7% | +18.8% |
| 5Y | -6.7% | +8.0% | -14.6% | -12.3% |
| All | +14.7% | +64.0% | -49.4% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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