+66.9%
FXU price history and return analytics
+66.2%
+0.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | +1.6% | +1.0% | +0.5% | +1.0% |
| 30D | -1.1% | -0.2% | -0.8% | -1.0% |
| 3M | +0.5% | +4.5% | -4.0% | -1.9% |
| 6M | -4.2% | +14.1% | -18.3% | -11.0% |
| YTD | +6.7% | +14.8% | -8.1% | -1.4% |
| 1Y | +12.2% | +21.2% | -9.0% | +0.5% |
| 3Y | +68.9% | +76.6% | -7.7% | +20.4% |
| 5Y | +66.9% | +66.6% | +0.3% | +16.5% |
| All | +66.9% | +66.2% | +0.7% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling