+15.0%
FXI vs VO
+193.0%
-178.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.7% |
| 7D | -2.8% | -0.6% | -2.2% | -2.4% |
| 30D | -5.3% | -1.9% | -3.4% | -4.0% |
| 3M | +0.3% | +3.3% | -2.9% | -2.2% |
| 6M | -4.6% | +9.7% | -14.3% | -11.1% |
| YTD | -9.1% | +12.6% | -21.7% | -16.9% |
| 1Y | -12.0% | +13.6% | -25.6% | -20.1% |
| 3Y | +38.6% | +56.8% | -18.2% | -1.8% |
| 5Y | -6.6% | +42.3% | -48.8% | -29.4% |
| 10Y | +15.0% | +199.2% | -184.2% | -53.2% |
| All | +15.0% | +193.0% | -178.0% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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