+348.2%
FXZ price history and return analytics
+357.8%
-9.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | +1.9% | +2.9% | -0.9% | -1.1% |
| 30D | -2.5% | -2.5% | 0.0% | +0.2% |
| 3M | -9.8% | -3.3% | -6.5% | -6.5% |
| 6M | -7.2% | +1.5% | -8.7% | -8.5% |
| YTD | +17.4% | +11.4% | +6.1% | +4.9% |
| 1Y | +24.1% | +11.9% | +12.2% | +10.4% |
| 3Y | +31.4% | +73.9% | -42.5% | -26.2% |
| 5Y | +29.3% | +57.9% | -28.6% | -19.2% |
| 10Y | +154.8% | +222.6% | -67.8% | -20.5% |
| All | +348.2% | +357.8% | -9.6% | +6.3% |
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