-12.0%
FXI price history and return analytics
+20.4%
-32.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.8% |
| 7D | -2.8% | -0.1% | -2.6% | -2.7% |
| 30D | -5.3% | -0.7% | -4.6% | -4.8% |
| 3M | +0.3% | +4.0% | -3.7% | -3.1% |
| 6M | -4.6% | +12.3% | -16.9% | -14.5% |
| YTD | -9.1% | +14.0% | -23.1% | -20.1% |
| 1Y | -12.0% | +20.3% | -32.3% | -26.7% |
| All | -12.0% | +20.4% | -32.4% | -26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling