+55.4%
VXUS vs CPB
-38.5%
+93.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.4% |
| 7D | +1.6% | -8.2% | +9.8% | +1.8% |
| 30D | +1.0% | -5.6% | +6.6% | +1.1% |
| 3M | +5.7% | +3.0% | +2.7% | +5.4% |
| 6M | +13.6% | -12.7% | +26.3% | +14.3% |
| YTD | +17.4% | -18.0% | +35.4% | +18.5% |
| 1Y | +25.1% | -31.7% | +56.8% | +27.7% |
| 3Y | +75.8% | -41.0% | +116.8% | +79.8% |
| 5Y | +55.4% | -38.4% | +93.8% | +56.7% |
| All | +55.4% | -38.5% | +93.9% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling