+68.0%
VXUS vs CMI
+121.3%
-53.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +2.1% | +0.5% | +1.7% | +2.0% |
| 30D | -1.1% | -14.0% | +12.9% | +3.1% |
| 3M | -5.6% | -28.1% | +22.5% | +3.6% |
| 6M | -2.3% | -35.8% | +33.6% | +10.3% |
| YTD | +10.4% | -10.5% | +20.9% | +12.5% |
| 1Y | +13.1% | -1.9% | +14.9% | +12.3% |
| 3Y | +68.0% | +121.0% | -53.0% | +30.0% |
| All | +68.0% | +121.3% | -53.3% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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