+19.1%
FXI vs VT
+215.5%
-196.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +5.7% | -2.3% | +8.0% | +7.9% |
| 30D | +4.6% | -5.0% | +9.5% | +9.5% |
| 3M | -2.8% | -4.9% | +2.1% | +1.7% |
| 6M | -6.1% | -1.5% | -4.5% | -5.3% |
| YTD | -8.0% | +8.5% | -16.5% | -15.7% |
| 1Y | -11.3% | +11.4% | -22.7% | -20.8% |
| 3Y | +42.6% | +70.1% | -27.4% | -15.6% |
| 5Y | -0.1% | +53.7% | -53.8% | -34.7% |
| All | +19.1% | +215.5% | -196.5% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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