+146.3%
VXUS vs CSGP
+61.2%
+85.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | +2.3% | -6.1% | +8.4% | +3.5% |
| 30D | -2.2% | +0.3% | -2.6% | -2.9% |
| 3M | -5.4% | -1.3% | -4.1% | -6.2% |
| 6M | -1.2% | -8.9% | +7.7% | -1.1% |
| YTD | +10.4% | -55.2% | +65.6% | +29.5% |
| 1Y | +11.8% | -56.4% | +68.2% | +31.9% |
| 3Y | +68.4% | -62.2% | +130.6% | +101.4% |
| 5Y | +45.9% | -63.7% | +109.5% | +72.1% |
| All | +146.3% | +61.2% | +85.1% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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