+72.6%
VZ vs FXI
+19.2%
+53.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -4.2% | +5.7% | +1.9% |
| 30D | +4.4% | -1.1% | +5.5% | +4.5% |
| 3M | -2.4% | -4.0% | +1.6% | -2.0% |
| 6M | +1.4% | -11.8% | +13.3% | +2.6% |
| YTD | +21.4% | -11.9% | +33.3% | +22.6% |
| 1Y | +20.3% | -16.1% | +36.4% | +22.1% |
| 3Y | +57.4% | +38.8% | +18.6% | +49.1% |
| 5Y | +21.9% | -9.1% | +31.0% | +22.1% |
| All | +72.6% | +19.2% | +53.4% | +60.4% |
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