+1,225.8%
CLS vs VXUS
+73.9%
+1,151.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | -0.2% |
| 7D | +4.6% | +1.0% | +3.6% | +2.6% |
| 30D | -13.9% | +2.2% | -16.1% | -17.1% |
| 3M | -26.6% | +3.0% | -29.5% | -29.3% |
| 6M | +15.4% | +10.7% | +4.8% | -2.4% |
| YTD | +5.7% | +17.8% | -12.2% | -21.2% |
| 1Y | +41.1% | +27.6% | +13.5% | -8.4% |
| All | +1,225.8% | +73.9% | +1,151.9% | +397.7% |
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