+454.5%
V vs FXI
+19.2%
+435.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +0.6% | +3.7% | -3.1% | -0.6% |
| 30D | +9.7% | +0.5% | +9.2% | +9.5% |
| 3M | +17.3% | -5.7% | +23.0% | +19.5% |
| 6M | +33.2% | -6.9% | +40.1% | +36.0% |
| YTD | +21.3% | -9.5% | +30.8% | +24.7% |
| 1Y | +27.3% | -14.0% | +41.4% | +33.3% |
| 3Y | +76.1% | +44.5% | +31.5% | +46.4% |
| 5Y | +103.5% | -2.8% | +106.2% | +98.4% |
| 10Y | +454.5% | +20.3% | +434.1% | +380.7% |
| All | +454.5% | +19.2% | +435.3% | +380.7% |
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