+46.1%
VXUS vs CRL
-12.1%
+58.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | -1.1% | +11.9% | -13.0% | -3.2% |
| 3M | -5.6% | +20.2% | -25.8% | -8.8% |
| 6M | -2.3% | +107.5% | -109.8% | -14.1% |
| YTD | +10.4% | +69.4% | -59.1% | -0.4% |
| 1Y | +13.1% | +99.7% | -86.7% | -0.9% |
| 3Y | +68.0% | +98.8% | -30.8% | +40.9% |
| All | +46.1% | -12.1% | +58.2% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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