+25.5%
FXI vs VOO
+812.0%
-786.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.0% |
| 7D | -1.0% | +0.5% | -1.5% | -1.5% |
| 30D | -3.2% | -0.9% | -2.3% | -2.5% |
| 3M | +1.7% | +3.9% | -2.2% | -2.0% |
| 6M | -1.6% | +14.5% | -16.1% | -13.2% |
| YTD | -7.9% | +13.0% | -20.9% | -17.8% |
| 1Y | -9.6% | +19.4% | -29.0% | -23.3% |
| 3Y | +40.5% | +78.9% | -38.4% | -19.1% |
| 5Y | -6.2% | +82.3% | -88.5% | -47.5% |
| 10Y | +14.2% | +314.2% | -300.1% | -74.4% |
| All | +25.5% | +812.0% | -786.5% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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