+55.4%
VXUS vs CLX
-35.2%
+90.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | +1.6% | -3.5% | +5.1% | +1.9% |
| 30D | +1.0% | -11.9% | +12.9% | +2.2% |
| 3M | +5.7% | -2.6% | +8.3% | +5.7% |
| 6M | +13.6% | -18.2% | +31.7% | +15.5% |
| YTD | +17.4% | -5.9% | +23.3% | +18.0% |
| 1Y | +25.1% | -23.8% | +48.9% | +28.0% |
| 3Y | +75.8% | -33.6% | +109.4% | +81.3% |
| 5Y | +55.4% | -35.7% | +91.1% | +57.0% |
| All | +55.4% | -35.2% | +90.5% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling