+213.9%
FXI vs VTR
+694.5%
-480.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.0% | -2.3% |
| 7D | -1.0% | -2.4% | +1.4% | -0.1% |
| 30D | -3.2% | -3.7% | +0.5% | -2.0% |
| 3M | +1.7% | +13.5% | -11.9% | -3.6% |
| 6M | -1.6% | +7.2% | -8.8% | -4.9% |
| YTD | -7.9% | +17.6% | -25.5% | -14.2% |
| 1Y | -9.6% | +35.4% | -45.0% | -20.5% |
| 3Y | +40.5% | +132.8% | -92.4% | -1.5% |
| 5Y | -6.2% | +88.7% | -94.9% | -30.4% |
| 10Y | +14.2% | +87.6% | -73.5% | -29.0% |
| All | +213.9% | +694.5% | -480.6% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VTR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling