+9.7%
CRM vs VXUS
+70.7%
-61.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.2% |
| 7D | -8.1% | -1.9% | -6.2% | -7.2% |
| 30D | +23.1% | -0.7% | +23.8% | +23.5% |
| 3M | +42.5% | +4.9% | +37.6% | +37.9% |
| 6M | +25.3% | +9.7% | +15.7% | +16.7% |
| YTD | -7.8% | +15.0% | -22.8% | -18.1% |
| 1Y | +1.0% | +22.4% | -21.4% | -15.2% |
| All | +9.7% | +70.7% | -61.0% | -33.1% |
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