+69.6%
VXUS vs CP
+35.8%
+33.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | -1.2% | +9.6% | -10.8% | -4.1% |
| 3M | -3.8% | +2.2% | -6.1% | -4.6% |
| 6M | -1.7% | +11.1% | -12.8% | -5.4% |
| YTD | +11.4% | +28.2% | -16.8% | +1.8% |
| 1Y | +13.3% | +32.2% | -18.8% | +2.4% |
| All | +69.6% | +35.8% | +33.8% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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