+395.0%
FXU price history and return analytics
+355.4%
+39.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +6.5% | -3.1% | +9.6% | +8.5% |
| 3M | +3.1% | -3.5% | +6.6% | +5.2% |
| 6M | +3.5% | +0.5% | +3.0% | +2.5% |
| YTD | +9.8% | +10.8% | -1.0% | +1.8% |
| 1Y | +6.7% | +11.9% | -5.2% | -1.7% |
| 3Y | +81.8% | +73.0% | +8.8% | +25.1% |
| 5Y | +77.4% | +58.6% | +18.8% | +27.9% |
| 10Y | +154.6% | +219.2% | -64.6% | +15.6% |
| All | +395.0% | +355.4% | +39.5% | +58.3% |
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