+3.3%
FXE price history and return analytics
+226.9%
-223.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | -0.1% | -2.0% | +1.9% | +0.1% |
| 30D | +0.7% | -1.4% | +2.1% | +0.8% |
| 3M | +0.8% | +4.7% | -4.0% | +0.3% |
| 6M | +0.4% | +11.4% | -11.0% | -0.8% |
| YTD | -0.6% | +13.1% | -13.7% | -1.9% |
| 1Y | 0.0% | +19.0% | -19.0% | -1.8% |
| 3Y | +13.3% | +73.9% | -60.7% | +6.8% |
| 5Y | +2.6% | +65.4% | -62.8% | -3.7% |
| All | +3.3% | +226.9% | -223.6% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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