+740.9%
CSX vs VXUS
+179.6%
+561.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.4% |
| 7D | -3.4% | +1.0% | -4.4% | -4.3% |
| 30D | -3.1% | +2.2% | -5.3% | -5.0% |
| 3M | +7.2% | +3.0% | +4.2% | +3.7% |
| 6M | +16.2% | +10.7% | +5.5% | +4.6% |
| YTD | +37.5% | +17.8% | +19.7% | +16.5% |
| 1Y | +53.2% | +27.6% | +25.7% | +20.3% |
| 3Y | +68.2% | +73.3% | -5.1% | -3.1% |
| 5Y | +65.2% | +54.3% | +10.9% | +5.7% |
| 10Y | +504.1% | +149.8% | +354.3% | +141.5% |
| All | +740.9% | +179.6% | +561.3% | +197.6% |
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