+104.7%
COST vs VXUS
+51.2%
+53.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.6% |
| 7D | -2.5% | -1.9% | -0.6% | -1.6% |
| 30D | -4.4% | -0.7% | -3.7% | -4.2% |
| 3M | -8.1% | +4.9% | -13.0% | -10.6% |
| 6M | -9.2% | +9.7% | -18.9% | -14.4% |
| YTD | +5.1% | +15.0% | -9.9% | -3.8% |
| 1Y | -5.1% | +22.4% | -27.5% | -16.5% |
| 3Y | +70.4% | +72.2% | -1.9% | +18.8% |
| 5Y | +104.7% | +52.6% | +52.1% | +52.4% |
| All | +104.7% | +51.2% | +53.5% | +52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling