+72.5%
VXUS vs CLX
-35.1%
+107.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.6% |
| 7D | +0.3% | -4.9% | +5.2% | +0.8% |
| 30D | +0.7% | -15.8% | +16.5% | +2.3% |
| 3M | +4.8% | -7.9% | +12.7% | +5.5% |
| 6M | +11.3% | -19.0% | +30.4% | +13.6% |
| YTD | +16.5% | -7.9% | +24.4% | +17.6% |
| 1Y | +24.3% | -25.4% | +49.6% | +27.9% |
| All | +72.5% | -35.1% | +107.7% | +74.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling