+658.7%
CB vs VXUS
+179.6%
+479.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.2% |
| 7D | +0.5% | +1.0% | -0.5% | -0.2% |
| 30D | -3.1% | +2.2% | -5.3% | -4.6% |
| 3M | +9.0% | +3.0% | +6.0% | +6.0% |
| 6M | +2.9% | +10.7% | -7.8% | -5.4% |
| YTD | +10.1% | +17.8% | -7.7% | -3.4% |
| 1Y | +22.8% | +27.6% | -4.8% | +1.6% |
| 3Y | +73.8% | +73.3% | +0.5% | +13.4% |
| 5Y | +99.2% | +54.3% | +44.8% | +40.4% |
| 10Y | +218.2% | +149.8% | +68.4% | +55.8% |
| All | +658.7% | +179.6% | +479.1% | +227.3% |
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