+282.9%
CVS vs VXUS
+164.4%
+118.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.4% | +0.1% |
| 7D | +12.0% | -0.5% | +12.5% | +12.1% |
| 30D | +2.8% | -1.2% | +3.9% | +3.1% |
| 3M | -3.6% | -3.8% | +0.3% | -2.0% |
| 6M | -1.6% | -1.7% | 0.0% | -1.7% |
| YTD | +16.3% | +11.4% | +4.8% | +7.6% |
| 1Y | +15.5% | +13.3% | +2.2% | +5.9% |
| 3Y | +48.1% | +70.0% | -21.9% | +5.8% |
| 5Y | +12.3% | +48.1% | -35.8% | -13.8% |
| 10Y | +62.7% | +147.1% | -84.4% | -9.0% |
| All | +282.9% | +164.4% | +118.5% | +99.9% |
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