+55.4%
VXUS vs CAG
-40.6%
+96.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.3% |
| 7D | +1.6% | -5.3% | +6.9% | +2.0% |
| 30D | +1.0% | +1.0% | 0.0% | +0.9% |
| 3M | +5.7% | +17.4% | -11.7% | +4.0% |
| 6M | +13.6% | -16.8% | +30.4% | +16.0% |
| YTD | +17.4% | -6.8% | +24.2% | +18.2% |
| 1Y | +25.1% | -15.4% | +40.4% | +27.3% |
| 3Y | +75.8% | -37.1% | +112.9% | +84.2% |
| 5Y | +55.4% | -41.3% | +96.6% | +63.6% |
| All | +55.4% | -40.6% | +96.0% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 5y: compounded portfolio wealth divided by compounded CAG 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…
5y analysis · Full analysis span regression · 6 months rolling