+219.7%
FXR price history and return analytics
+222.7%
-3.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -1.0% |
| 7D | -1.5% | -0.1% | -1.4% | -1.3% |
| 30D | -6.7% | -0.7% | -6.1% | -6.0% |
| 3M | -2.7% | +4.0% | -6.7% | -6.9% |
| 6M | -0.5% | +12.3% | -12.8% | -12.8% |
| YTD | +6.2% | +14.0% | -7.8% | -8.4% |
| 1Y | +8.8% | +20.3% | -11.5% | -11.7% |
| 3Y | +46.9% | +75.4% | -28.5% | -21.7% |
| 5Y | +46.4% | +66.0% | -19.6% | -16.7% |
| 10Y | +219.7% | +228.2% | -8.5% | -14.4% |
| All | +219.7% | +222.7% | -3.0% | -14.4% |
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 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