+732.7%
CLS vs VXUS
+63.2%
+669.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.2% |
| 7D | -22.2% | -1.8% | -20.4% | -19.2% |
| 30D | -44.4% | -4.6% | -39.8% | -38.0% |
| 3M | -34.3% | -6.1% | -28.2% | -24.0% |
| 6M | -50.1% | -4.9% | -45.2% | -42.5% |
| YTD | -30.1% | +8.1% | -38.1% | -37.1% |
| 1Y | -39.3% | +12.1% | -51.4% | -48.8% |
| 3Y | +732.7% | +63.9% | +668.8% | +261.2% |
| All | +732.7% | +63.2% | +669.5% | +261.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling