+183.8%
VXUS vs CSGP
+434.1%
-250.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.1% |
| 7D | +1.0% | -4.1% | +5.1% | +2.0% |
| 30D | +2.2% | +2.3% | -0.1% | +1.3% |
| 3M | +3.0% | -8.2% | +11.1% | +4.1% |
| 6M | +10.7% | -35.1% | +45.7% | +22.1% |
| YTD | +17.8% | -54.0% | +71.9% | +41.4% |
| 1Y | +27.6% | -65.3% | +92.9% | +65.2% |
| 3Y | +73.3% | -62.6% | +135.9% | +114.4% |
| 5Y | +54.3% | -64.8% | +119.1% | +88.8% |
| 10Y | +149.8% | +45.1% | +104.7% | +84.7% |
| All | +183.8% | +434.1% | -250.3% | +4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling