+57.7%
VZ vs FXI
+45.0%
+12.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.6% |
| 7D | +2.4% | +3.7% | -1.3% | +2.3% |
| 30D | +11.2% | +0.5% | +10.7% | +11.2% |
| 3M | 0.0% | -5.7% | +5.7% | +0.1% |
| 6M | +1.3% | -6.9% | +8.2% | +1.5% |
| YTD | +21.3% | -9.5% | +30.7% | +21.4% |
| 1Y | +23.9% | -14.0% | +38.0% | +24.4% |
| 3Y | +57.7% | +44.5% | +13.2% | +51.5% |
| All | +57.7% | +45.0% | +12.7% | +51.5% |
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