+19.2%
FXI vs VRSN
+292.3%
-273.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -4.2% | +1.4% | -5.6% | -4.6% |
| 30D | -1.1% | +3.9% | -5.0% | -2.3% |
| 3M | -4.0% | +9.3% | -13.3% | -6.8% |
| 6M | -11.8% | +6.7% | -18.5% | -14.2% |
| YTD | -11.9% | +30.0% | -42.0% | -20.3% |
| 1Y | -16.1% | +26.0% | -42.1% | -23.3% |
| 3Y | +38.8% | +53.1% | -14.3% | +16.5% |
| 5Y | -9.1% | +35.0% | -44.1% | -21.8% |
| All | +19.2% | +292.3% | -273.2% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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