+63.9%
VXUS vs CSGP
-60.4%
+124.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.7% | +4.8% | +0.4% |
| 7D | -1.8% | +1.3% | -3.0% | -1.8% |
| 30D | -4.6% | +10.7% | -15.3% | -5.4% |
| 3M | -6.1% | +3.3% | -9.4% | -6.6% |
| 6M | -4.9% | -10.3% | +5.4% | -4.3% |
| YTD | +8.1% | -54.6% | +62.6% | +19.3% |
| 1Y | +12.1% | -54.6% | +66.7% | +23.7% |
| 3Y | +63.9% | -60.3% | +124.2% | +79.7% |
| All | +63.9% | -60.4% | +124.3% | +79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling