-0.1%
FXI vs VT
+53.2%
-53.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.1% | +5.0% |
| 7D | +6.9% | -4.2% | +11.1% | +11.2% |
| 30D | +3.5% | -5.8% | +9.3% | +9.5% |
| 3M | -3.2% | -5.2% | +2.1% | +1.8% |
| 6M | -3.5% | +0.1% | -3.7% | -4.5% |
| YTD | -8.1% | +8.2% | -16.3% | -16.1% |
| 1Y | -10.5% | +10.1% | -20.6% | -19.8% |
| 3Y | +43.0% | +69.7% | -26.6% | -19.0% |
| 5Y | -0.1% | +53.4% | -53.5% | -37.7% |
| All | -0.1% | +53.2% | -53.3% | -37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling