+393.8%
FXU price history and return analytics
+357.6%
+36.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.6% |
| 7D | -0.5% | +0.4% | -0.9% | -0.8% |
| 30D | +6.3% | -2.6% | +8.9% | +7.9% |
| 3M | +1.6% | -3.2% | +4.8% | +3.5% |
| 6M | +3.2% | +0.9% | +2.3% | +2.0% |
| YTD | +9.5% | +11.3% | -1.8% | +1.3% |
| 1Y | +6.4% | +14.0% | -7.6% | -3.1% |
| 3Y | +79.9% | +75.8% | +4.1% | +22.5% |
| 5Y | +78.5% | +57.8% | +20.7% | +29.0% |
| 10Y | +149.1% | +219.8% | -70.7% | +12.9% |
| All | +393.8% | +357.6% | +36.1% | +57.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling