+725.1%
CB vs VXUS
+164.4%
+560.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.3% |
| 7D | -1.0% | -0.5% | -0.5% | -0.8% |
| 30D | +7.3% | -1.2% | +8.5% | +7.9% |
| 3M | +7.0% | -3.8% | +10.9% | +9.3% |
| 6M | +16.3% | -1.7% | +18.0% | +16.0% |
| YTD | +19.7% | +11.4% | +8.3% | +8.6% |
| 1Y | +27.8% | +13.3% | +14.5% | +14.4% |
| 3Y | +72.0% | +70.0% | +2.0% | +13.0% |
| 5Y | +104.9% | +48.1% | +56.8% | +47.7% |
| 10Y | +246.7% | +147.1% | +99.7% | +70.5% |
| All | +725.1% | +164.4% | +560.7% | +267.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling