+104.9%
CB vs VXUS
+48.1%
+56.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | -1.0% | -0.5% | -0.5% | -0.9% |
| 30D | +7.3% | -1.2% | +8.5% | +7.6% |
| 3M | +7.0% | -3.8% | +10.9% | +8.2% |
| 6M | +16.3% | -1.7% | +18.0% | +16.2% |
| YTD | +19.7% | +11.4% | +8.3% | +12.8% |
| 1Y | +27.8% | +13.3% | +14.5% | +19.4% |
| 3Y | +72.0% | +70.0% | +2.0% | +29.0% |
| 5Y | +104.9% | +48.1% | +56.8% | +72.9% |
| All | +104.9% | +48.1% | +56.8% | +72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling