+54.4%
VXUS vs CSGP
-64.7%
+119.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.9% |
| 7D | +1.0% | -4.1% | +5.1% | +1.6% |
| 30D | +2.2% | +2.3% | -0.1% | +1.6% |
| 3M | +3.0% | -8.2% | +11.1% | +3.9% |
| 6M | +10.7% | -35.1% | +45.7% | +18.8% |
| YTD | +17.8% | -54.0% | +71.9% | +34.9% |
| 1Y | +27.6% | -65.3% | +92.9% | +55.3% |
| 3Y | +73.3% | -62.6% | +135.9% | +103.3% |
| All | +54.4% | -64.7% | +119.1% | +71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling