+314.1%
VOO vs FXI
+16.6%
+297.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -2.0% | -2.8% | +0.8% | -1.1% |
| 30D | -1.7% | -3.7% | +2.0% | -0.5% |
| 3M | +4.7% | -0.4% | +5.2% | +4.7% |
| 6M | +12.6% | -5.4% | +18.0% | +14.4% |
| YTD | +11.8% | -9.6% | +21.4% | +15.2% |
| 1Y | +17.5% | -11.9% | +29.5% | +22.0% |
| 3Y | +77.0% | +37.8% | +39.1% | +52.8% |
| 5Y | +82.6% | -7.0% | +89.6% | +82.3% |
| All | +314.1% | +16.6% | +297.5% | +267.2% |
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