+360.2%
FXZ price history and return analytics
+357.6%
+2.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +0.9% |
| 7D | +3.0% | +0.4% | +2.6% | +2.5% |
| 30D | -0.4% | -2.6% | +2.2% | +2.4% |
| 3M | -6.3% | -3.2% | -3.0% | -2.9% |
| 6M | -3.7% | +0.9% | -4.7% | -4.6% |
| YTD | +20.6% | +11.3% | +9.3% | +7.8% |
| 1Y | +31.8% | +14.0% | +17.8% | +15.0% |
| 3Y | +36.2% | +75.8% | -39.6% | -24.4% |
| 5Y | +35.2% | +57.8% | -22.6% | -15.4% |
| 10Y | +162.8% | +219.8% | -57.0% | -17.3% |
| All | +360.2% | +357.6% | +2.6% | +9.2% |
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