+728.0%
CB vs VXUS
+156.0%
+572.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | +1.7% |
| 7D | +2.6% | -3.4% | +6.0% | +4.8% |
| 30D | +11.2% | -5.8% | +17.0% | +15.4% |
| 3M | +5.7% | -6.4% | +12.2% | +10.0% |
| 6M | +15.9% | -2.5% | +18.4% | +16.1% |
| YTD | +20.2% | +7.9% | +12.3% | +11.3% |
| 1Y | +32.4% | +11.5% | +20.9% | +19.7% |
| 3Y | +75.5% | +63.4% | +12.1% | +18.4% |
| 5Y | +105.5% | +42.9% | +62.6% | +51.7% |
| 10Y | +258.5% | +138.9% | +119.7% | +80.2% |
| All | +728.0% | +156.0% | +572.0% | +277.2% |
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