+234.1%
CVS vs ACWI
+339.1%
-105.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.7% |
| 7D | -2.6% | -0.2% | -2.5% | -2.8% |
| 30D | +4.0% | -3.3% | +7.3% | +5.9% |
| 3M | -6.3% | -3.4% | -2.9% | -4.7% |
| 6M | -0.4% | +0.8% | -1.2% | -1.8% |
| YTD | +15.6% | +10.7% | +4.9% | +6.7% |
| 1Y | +18.3% | +11.6% | +6.7% | +8.6% |
| 3Y | +47.3% | +73.4% | -26.1% | -0.8% |
| 5Y | +13.2% | +60.2% | -47.0% | -20.6% |
| 10Y | +57.2% | +221.6% | -164.4% | -31.5% |
| All | +234.1% | +339.1% | -105.0% | +16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling