-0.8%
CRM vs VXUS
+53.0%
-53.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.1% |
| 7D | -4.4% | -1.4% | -3.0% | -3.2% |
| 30D | +28.1% | -0.5% | +28.6% | +28.6% |
| 3M | +48.8% | +2.6% | +46.3% | +44.4% |
| 6M | +28.3% | +10.9% | +17.4% | +13.6% |
| YTD | -6.0% | +16.1% | -22.2% | -21.5% |
| 1Y | +1.4% | +22.3% | -20.8% | -20.0% |
| 3Y | +11.8% | +72.0% | -60.2% | -41.6% |
| All | -0.8% | +53.0% | -53.9% | -39.0% |
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