+508.3%
FXL price history and return analytics
+226.9%
+281.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | 0.0% |
| 7D | -1.1% | -2.0% | +0.9% | +1.5% |
| 30D | -2.8% | -1.4% | -1.3% | -0.9% |
| 3M | +4.7% | +4.7% | 0.0% | -0.9% |
| 6M | +29.3% | +11.4% | +18.0% | +13.3% |
| YTD | +25.5% | +13.1% | +12.5% | +8.0% |
| 1Y | +27.7% | +19.0% | +8.7% | +3.2% |
| 3Y | +84.7% | +73.9% | +10.7% | -5.8% |
| 5Y | +67.7% | +65.4% | +2.3% | -7.4% |
| All | +508.3% | +226.9% | +281.4% | +56.3% |
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