+42.9%
VXUS vs CSGP
-62.1%
+105.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.0% | -3.5% |
| 7D | -3.4% | +13.9% | -17.3% | -5.1% |
| 30D | -5.8% | +16.0% | -21.8% | -8.3% |
| 3M | -6.4% | +6.1% | -12.5% | -7.9% |
| 6M | -2.5% | -8.2% | +5.6% | -2.1% |
| YTD | +7.9% | -52.3% | +60.2% | +22.5% |
| 1Y | +11.5% | -54.5% | +66.0% | +27.8% |
| 3Y | +63.4% | -58.6% | +122.0% | +87.2% |
| 5Y | +42.9% | -61.5% | +104.4% | +65.6% |
| All | +42.9% | -62.1% | +105.0% | +65.6% |
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