+100.2%
FXN price history and return analytics
+226.9%
-126.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.7% |
| 7D | -0.2% | -2.0% | +1.7% | +2.2% |
| 30D | +5.7% | -1.4% | +7.1% | +7.4% |
| 3M | +11.5% | +4.7% | +6.8% | +4.5% |
| 6M | +19.9% | +11.4% | +8.6% | +2.4% |
| YTD | +47.0% | +13.1% | +33.9% | +22.7% |
| 1Y | +49.5% | +19.0% | +30.4% | +16.5% |
| 3Y | +43.7% | +73.9% | -30.2% | -32.4% |
| 5Y | +161.8% | +65.4% | +96.4% | +30.9% |
| All | +100.2% | +226.9% | -126.7% | -58.9% |
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