+670.2%
CRM vs VXUS
+178.6%
+491.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.5% |
| 7D | -3.5% | +1.6% | -5.1% | -4.9% |
| 30D | +29.3% | +1.0% | +28.3% | +27.9% |
| 3M | +36.8% | +5.7% | +31.2% | +28.2% |
| 6M | +23.9% | +13.6% | +10.3% | +6.4% |
| YTD | -5.5% | +17.4% | -22.9% | -21.9% |
| 1Y | -0.4% | +25.1% | -25.5% | -23.0% |
| 3Y | +12.8% | +75.8% | -63.1% | -39.1% |
| 5Y | -3.5% | +55.4% | -58.9% | -40.1% |
| 10Y | +238.4% | +146.4% | +92.0% | +33.1% |
| All | +670.2% | +178.6% | +491.7% | +162.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling