+63.6%
CVS vs VXUS
+75.9%
-12.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -1.6% | +1.6% | -3.1% | -1.9% |
| 30D | +0.4% | +1.0% | -0.6% | +0.2% |
| 3M | -0.4% | +5.7% | -6.1% | -1.7% |
| 6M | +25.1% | +13.6% | +11.6% | +20.9% |
| YTD | +23.9% | +17.4% | +6.5% | +18.0% |
| 1Y | +41.1% | +25.1% | +16.0% | +31.7% |
| 3Y | +63.6% | +75.8% | -12.2% | +32.1% |
| All | +63.6% | +75.9% | -12.2% | +32.1% |
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