+76.9%
VOO vs FXI
+36.5%
+40.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | -0.4% | -2.8% | +2.4% | +0.2% |
| 30D | -1.4% | -5.3% | +3.9% | -0.3% |
| 3M | +3.7% | +0.3% | +3.4% | +3.6% |
| 6M | +13.0% | -4.6% | +17.6% | +14.0% |
| YTD | +12.4% | -9.1% | +21.5% | +14.4% |
| 1Y | +18.6% | -12.0% | +30.6% | +21.4% |
| All | +76.9% | +36.5% | +40.4% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling