+14.7%
FXI vs VRSN
+299.1%
-284.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | 0.0% |
| 7D | -3.9% | +0.2% | -4.1% | -4.0% |
| 30D | -2.1% | +3.8% | -5.9% | -3.3% |
| 3M | -0.5% | +5.0% | -5.5% | -2.4% |
| 6M | -4.5% | +24.9% | -29.4% | -12.0% |
| YTD | -9.2% | +21.6% | -30.9% | -16.1% |
| 1Y | -13.8% | +2.4% | -16.2% | -15.5% |
| 3Y | +36.6% | +47.3% | -10.8% | +16.0% |
| 5Y | -6.7% | +34.7% | -41.4% | -20.1% |
| All | +14.7% | +299.1% | -284.4% | -33.8% |
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