+146.3%
VXUS vs CLX
+30.5%
+115.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.1% |
| 7D | +2.3% | +8.5% | -6.2% | +1.5% |
| 30D | -2.2% | +30.0% | -32.2% | -4.8% |
| 3M | -5.4% | +3.8% | -9.2% | -5.9% |
| 6M | -1.2% | +24.6% | -25.9% | -3.7% |
| YTD | +10.4% | +12.8% | -2.4% | +8.7% |
| 1Y | +11.8% | +8.6% | +3.2% | +10.5% |
| 3Y | +68.4% | -8.6% | +77.0% | +68.5% |
| 5Y | +45.9% | -21.8% | +67.6% | +46.7% |
| All | +146.3% | +30.5% | +115.8% | +122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 10y: compounded portfolio wealth divided by compounded CLX 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…
10y analysis · Full analysis span regression · 6 months rolling