+45.9%
VXUS vs CI
+48.8%
-3.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.8% |
| 7D | +2.3% | -1.7% | +4.0% | +2.5% |
| 30D | -2.2% | +4.9% | -7.1% | -2.7% |
| 3M | -5.4% | +7.4% | -12.8% | -6.2% |
| 6M | -1.2% | +0.4% | -1.6% | -1.5% |
| YTD | +10.4% | +9.5% | +0.9% | +8.8% |
| 1Y | +11.8% | +12.0% | -0.1% | +9.9% |
| 3Y | +68.4% | +7.1% | +61.3% | +64.2% |
| 5Y | +45.9% | +49.3% | -3.5% | +25.8% |
| All | +45.9% | +48.8% | -3.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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