+1,142.3%
VST vs FXI
+20.8%
+1,121.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.2% | +2.2% |
| 7D | +10.9% | -1.9% | +12.9% | +11.5% |
| 30D | -15.6% | -0.6% | -15.0% | -15.6% |
| 3M | -7.8% | -4.9% | -2.9% | -6.6% |
| 6M | -12.0% | -8.8% | -3.2% | -9.9% |
| YTD | -16.9% | -10.7% | -6.2% | -14.2% |
| 1Y | -25.1% | -15.2% | -9.8% | -21.5% |
| 3Y | +297.1% | +42.5% | +254.6% | +251.1% |
| 5Y | +641.9% | -7.8% | +649.7% | +649.8% |
| 10Y | +1,142.3% | +20.0% | +1,122.3% | +1,001.0% |
| All | +1,142.3% | +20.8% | +1,121.5% | +1,001.0% |
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 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