+210.1%
FXR price history and return analytics
+224.4%
-14.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -0.6% |
| 7D | +0.5% | -0.7% | +1.2% | +1.2% |
| 30D | +8.9% | -1.7% | +10.6% | +10.9% |
| 3M | -1.2% | -2.3% | +1.1% | +1.2% |
| 6M | +3.7% | +1.5% | +2.2% | +1.7% |
| YTD | +13.0% | +12.0% | +1.0% | -0.9% |
| 1Y | +17.3% | +12.9% | +4.4% | +2.1% |
| 3Y | +61.9% | +74.9% | -13.0% | -13.7% |
| 5Y | +50.1% | +59.9% | -9.8% | -11.2% |
| 10Y | +210.1% | +224.6% | -14.6% | -17.9% |
| All | +210.1% | +224.4% | -14.3% | -17.9% |
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