-6.5%
FXI price history and return analytics
+65.7%
-72.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.5% |
| 7D | -3.9% | -1.1% | -2.8% | -2.8% |
| 30D | -2.1% | -1.0% | -1.1% | -1.2% |
| 3M | -0.5% | +3.2% | -3.6% | -3.8% |
| 6M | -4.5% | +12.5% | -17.0% | -15.8% |
| YTD | -9.2% | +14.1% | -23.3% | -21.1% |
| 1Y | -13.8% | +18.9% | -32.7% | -28.2% |
| 3Y | +36.6% | +74.1% | -37.5% | -24.2% |
| All | -6.5% | +65.7% | -72.2% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling