+59.9%
VZ vs FXI
+18.3%
+41.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.0% |
| 7D | +0.1% | +1.0% | -1.0% | 0.0% |
| 30D | +7.9% | -0.6% | +8.5% | +7.9% |
| 3M | +13.6% | +1.9% | +11.7% | +13.4% |
| 6M | +1.1% | -0.2% | +1.3% | +1.0% |
| YTD | +29.3% | -5.6% | +34.9% | +29.8% |
| 1Y | +21.2% | -4.7% | +25.9% | +21.5% |
| 3Y | +75.9% | +38.0% | +37.9% | +66.9% |
| 5Y | +24.1% | -2.7% | +26.8% | +23.3% |
| All | +59.9% | +18.3% | +41.6% | +47.3% |
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