+20.0%
FXI price history and return analytics
+224.4%
-204.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.6% | -2.5% |
| 7D | -1.9% | -0.7% | -1.2% | -1.6% |
| 30D | -0.6% | -1.7% | +1.1% | +0.7% |
| 3M | -4.9% | -2.3% | -2.6% | -3.1% |
| 6M | -8.8% | +1.5% | -10.3% | -10.8% |
| YTD | -10.7% | +12.0% | -22.8% | -20.7% |
| 1Y | -15.2% | +12.9% | -28.1% | -25.3% |
| 3Y | +42.5% | +74.9% | -32.5% | -18.0% |
| 5Y | -7.8% | +59.9% | -67.8% | -42.0% |
| 10Y | +20.0% | +224.6% | -204.6% | -61.9% |
| All | +20.0% | +224.4% | -204.4% | -61.9% |
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