+13.5%
CVS vs ACWI
+59.1%
-45.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +10.4% | +2.7% | +7.7% | +9.3% |
| 30D | +3.3% | -2.6% | +5.9% | +4.2% |
| 3M | -4.5% | -3.2% | -1.4% | -3.5% |
| 6M | -4.4% | +1.9% | -6.2% | -5.7% |
| YTD | +16.6% | +11.3% | +5.3% | +10.2% |
| 1Y | +15.3% | +11.7% | +3.6% | +8.8% |
| 3Y | +48.6% | +74.4% | -25.8% | +11.0% |
| All | +13.5% | +59.1% | -45.6% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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