+19.2%
FXI price history and return analytics
+221.8%
-202.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -4.2% | +2.4% | -6.6% | -6.4% |
| 30D | -1.1% | -1.5% | +0.4% | 0.0% |
| 3M | -4.0% | -4.1% | +0.2% | -0.4% |
| 6M | -11.8% | +0.6% | -12.4% | -13.0% |
| YTD | -11.9% | +11.0% | -22.9% | -21.1% |
| 1Y | -16.1% | +13.3% | -29.5% | -26.4% |
| 3Y | +38.8% | +73.4% | -34.6% | -19.4% |
| 5Y | -9.1% | +57.4% | -66.5% | -42.0% |
| All | +19.2% | +221.8% | -202.6% | -61.8% |
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