+838.1%
CLS vs VXUS
+69.0%
+769.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.3% |
| 7D | +16.3% | +2.1% | +14.2% | +11.5% |
| 30D | -25.7% | -1.1% | -24.5% | -23.1% |
| 3M | -30.9% | -5.6% | -25.2% | -20.9% |
| 6M | -35.5% | -2.3% | -33.2% | -29.7% |
| YTD | -18.7% | +10.4% | -29.0% | -29.9% |
| 1Y | -17.9% | +13.1% | -31.0% | -32.1% |
| 3Y | +838.1% | +68.0% | +770.1% | +287.8% |
| All | +838.1% | +69.0% | +769.1% | +287.8% |
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 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