+35.1%
CLS vs VXUS
+25.3%
+9.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.0% | +6.5% |
| 7D | +12.8% | +1.6% | +11.2% | +8.9% |
| 30D | +3.8% | +1.0% | +2.8% | +2.0% |
| 3M | -14.6% | +5.7% | -20.3% | -23.1% |
| 6M | +32.2% | +13.6% | +18.7% | +3.7% |
| YTD | +11.6% | +17.4% | -5.8% | -23.2% |
| 1Y | +35.1% | +25.1% | +10.0% | -17.8% |
| All | +35.1% | +25.3% | +9.8% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling