+183.8%
VXUS vs CPB
+3.0%
+180.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +1.0% |
| 7D | +1.0% | -8.6% | +9.6% | +2.3% |
| 30D | +2.2% | -7.2% | +9.4% | +3.2% |
| 3M | +3.0% | +0.9% | +2.1% | +2.4% |
| 6M | +10.7% | -11.8% | +22.5% | +12.2% |
| YTD | +17.8% | -19.4% | +37.3% | +21.0% |
| 1Y | +27.6% | -30.4% | +58.0% | +34.0% |
| 3Y | +73.3% | -40.2% | +113.5% | +84.3% |
| 5Y | +54.3% | -39.5% | +93.8% | +61.6% |
| 10Y | +149.8% | -47.4% | +197.2% | +168.3% |
| All | +183.8% | +3.0% | +180.9% | +83.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling