+72.0%
VXUS vs CGNX
+49.8%
+22.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.1% | -3.1% | +0.4% |
| 7D | -1.4% | +3.2% | -4.6% | -1.9% |
| 30D | -0.5% | +6.0% | -6.5% | -1.4% |
| 3M | +2.6% | +3.5% | -1.0% | +1.7% |
| 6M | +10.9% | +26.3% | -15.4% | +6.8% |
| YTD | +16.1% | +79.2% | -63.1% | +5.5% |
| 1Y | +22.3% | +43.8% | -21.5% | +14.6% |
| 3Y | +72.0% | +52.0% | +20.1% | +54.1% |
| All | +72.0% | +49.8% | +22.2% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 3y: compounded portfolio wealth divided by compounded CGNX 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…
3y analysis · Full analysis span regression · 6 months rolling