+384.8%
V vs FXI
+13.0%
+371.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | +0.1% |
| 7D | -2.9% | -2.8% | -0.1% | -2.0% |
| 30D | +1.9% | -5.3% | +7.2% | +3.7% |
| 3M | +13.2% | +0.3% | +12.9% | +12.9% |
| 6M | +16.7% | -4.6% | +21.3% | +18.1% |
| YTD | +5.4% | -9.1% | +14.5% | +8.3% |
| 1Y | +7.7% | -12.0% | +19.6% | +11.6% |
| 3Y | +52.0% | +38.6% | +13.3% | +28.5% |
| 5Y | +67.7% | -6.6% | +74.3% | +67.0% |
| 10Y | +384.8% | +15.0% | +369.7% | +318.3% |
| All | +384.8% | +13.0% | +371.8% | +318.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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