+476.5%
V vs FXI
+19.2%
+457.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.8% |
| 7D | -0.4% | -4.2% | +3.8% | +1.1% |
| 30D | +6.3% | -2.0% | +8.3% | +7.0% |
| 3M | +17.2% | -5.0% | +22.1% | +19.1% |
| 6M | +29.2% | -9.6% | +38.9% | +33.3% |
| YTD | +20.8% | -11.9% | +32.7% | +25.3% |
| 1Y | +25.0% | -16.7% | +41.7% | +32.2% |
| 3Y | +75.3% | +40.6% | +34.7% | +47.1% |
| 5Y | +105.8% | -9.1% | +114.9% | +107.6% |
| All | +476.5% | +19.2% | +457.3% | +408.8% |
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