+42.7%
VXUS vs CAG
-39.4%
+82.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.3% |
| 7D | -1.8% | +5.8% | -7.6% | -2.2% |
| 30D | -4.6% | +16.4% | -20.9% | -5.7% |
| 3M | -6.1% | +3.8% | -9.9% | -6.5% |
| 6M | -4.9% | +10.8% | -15.7% | -5.9% |
| YTD | +8.1% | -5.8% | +13.9% | +8.6% |
| 1Y | +12.1% | -2.4% | +14.5% | +12.1% |
| 3Y | +63.9% | -33.4% | +97.3% | +70.1% |
| All | +42.7% | -39.4% | +82.1% | +50.6% |
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