+14.2%
FXI price history and return analytics
+226.9%
-212.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.2% |
| 7D | -2.8% | -2.0% | -0.8% | -0.9% |
| 30D | -3.7% | -1.4% | -2.2% | -2.4% |
| 3M | -0.4% | +4.7% | -5.1% | -5.1% |
| 6M | -5.4% | +11.4% | -16.8% | -15.2% |
| YTD | -9.6% | +13.1% | -22.7% | -20.2% |
| 1Y | -11.9% | +19.0% | -30.9% | -26.0% |
| 3Y | +37.8% | +73.9% | -36.1% | -20.1% |
| 5Y | -7.0% | +65.4% | -72.4% | -43.3% |
| All | +14.2% | +226.9% | -212.7% | -65.6% |
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