+54.4%
VXUS vs CDW
-19.1%
+73.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +1.0% | +3.2% | -2.2% | +0.4% |
| 30D | +2.2% | +9.3% | -7.1% | +0.2% |
| 3M | +3.0% | +9.8% | -6.8% | +0.4% |
| 6M | +10.7% | +23.3% | -12.7% | +3.5% |
| YTD | +17.8% | +13.7% | +4.2% | +12.3% |
| 1Y | +27.6% | -6.5% | +34.1% | +28.3% |
| 3Y | +73.3% | -25.2% | +98.5% | +81.3% |
| All | +54.4% | -19.1% | +73.5% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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