+1,164.9%
VST vs FXI
+19.2%
+1,145.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +6.6% | -4.2% | +10.8% | +7.9% |
| 30D | -12.4% | -1.1% | -11.3% | -12.3% |
| 3M | -9.0% | -4.0% | -5.0% | -8.2% |
| 6M | -6.4% | -11.8% | +5.4% | -3.2% |
| YTD | -17.2% | -11.9% | -5.3% | -14.2% |
| 1Y | -22.0% | -16.1% | -5.9% | -18.0% |
| 3Y | +296.7% | +38.8% | +257.9% | +253.6% |
| 5Y | +637.6% | -9.1% | +646.7% | +648.5% |
| All | +1,164.9% | +19.2% | +1,145.6% | +1,036.8% |
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