+150.1%
VXUS vs CPB
-44.2%
+194.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -0.8% |
| 7D | +0.3% | -8.0% | +8.3% | +0.8% |
| 30D | +0.7% | -2.4% | +3.1% | +0.8% |
| 3M | +4.8% | +0.5% | +4.2% | +4.5% |
| 6M | +11.3% | -10.5% | +21.8% | +12.1% |
| YTD | +16.5% | -17.5% | +34.0% | +18.0% |
| 1Y | +24.3% | -31.0% | +55.3% | +27.8% |
| 3Y | +74.5% | -40.6% | +115.1% | +80.6% |
| 5Y | +54.3% | -37.7% | +92.1% | +58.0% |
| 10Y | +150.1% | -43.4% | +193.5% | +156.6% |
| All | +150.1% | -44.2% | +194.3% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling