+20.9%
FXI price history and return analytics
+355.4%
-334.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +3.7% | -0.1% | +3.8% | +3.5% |
| 30D | +0.5% | -3.1% | +3.6% | +3.7% |
| 3M | -5.7% | -3.5% | -2.2% | -2.3% |
| 6M | -6.9% | +0.5% | -7.4% | -8.3% |
| YTD | -9.5% | +10.8% | -20.2% | -20.5% |
| 1Y | -14.0% | +11.9% | -25.9% | -25.4% |
| 3Y | +44.5% | +73.0% | -28.4% | -24.7% |
| 5Y | -2.8% | +58.6% | -61.4% | -43.9% |
| 10Y | +20.3% | +219.2% | -198.8% | -71.1% |
| All | +20.9% | +355.4% | -334.6% | -78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling