+74.9%
CB vs VXUS
+69.0%
+5.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.9% | +2.1% | +0.8% | +2.8% |
| 30D | +7.3% | -1.1% | +8.4% | +7.4% |
| 3M | +9.4% | -5.6% | +15.0% | +9.7% |
| 6M | +19.6% | -2.3% | +21.9% | +19.5% |
| YTD | +21.5% | +10.4% | +11.1% | +17.5% |
| 1Y | +28.0% | +13.1% | +15.0% | +22.9% |
| 3Y | +74.9% | +68.0% | +6.9% | +59.7% |
| All | +74.9% | +69.0% | +5.9% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 3y: compounded portfolio wealth divided by compounded VXUS 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…
3y analysis · Full analysis span regression · 6 months rolling