+165.8%
VXUS vs CNC
+918.1%
-752.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.2% |
| 7D | +2.1% | +2.2% | -0.1% | +1.8% |
| 30D | -1.1% | +1.6% | -2.7% | -1.5% |
| 3M | -5.6% | +7.9% | -13.5% | -7.0% |
| 6M | -2.3% | +21.2% | -23.4% | -5.8% |
| YTD | +10.4% | +73.2% | -62.8% | -0.8% |
| 1Y | +13.1% | +97.5% | -84.4% | -0.7% |
| 3Y | +68.0% | -1.2% | +69.2% | +59.8% |
| 5Y | +45.8% | -6.1% | +51.9% | +38.0% |
| 10Y | +144.7% | +181.3% | -36.6% | +78.8% |
| All | +165.8% | +918.1% | -752.4% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 all: compounded portfolio wealth divided by compounded CNC 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…
all analysis · Full analysis span regression · 6 months rolling