+78.8%
VZ vs FXI
+39.4%
+39.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +13.5% |
| 6M | +1.1% | -0.2% | +1.3% | +1.1% |
| YTD | +29.3% | -5.6% | +34.9% | +29.4% |
| 1Y | +21.2% | -4.7% | +25.9% | +21.3% |
| All | +78.8% | +39.4% | +39.3% | +70.5% |
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