+310.8%
CVS vs VXUS
+179.6%
+131.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | +4.0% | +1.0% | +2.9% | +3.4% |
| 30D | -2.4% | +2.2% | -4.6% | -3.6% |
| 3M | +2.7% | +3.0% | -0.3% | +0.6% |
| 6M | +21.9% | +10.7% | +11.2% | +14.3% |
| YTD | +24.7% | +17.8% | +6.9% | +12.5% |
| 1Y | +35.4% | +27.6% | +7.9% | +16.6% |
| 3Y | +65.2% | +73.3% | -8.1% | +17.5% |
| 5Y | +30.5% | +54.3% | -23.8% | -1.5% |
| 10Y | +40.4% | +149.8% | -109.5% | -21.7% |
| All | +310.8% | +179.6% | +131.2% | +108.9% |
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