+55.6%
CVS vs IVZ
+133.3%
-77.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -1.9% | +1.2% | -3.1% | -2.1% |
| 30D | -0.3% | +1.8% | -2.1% | -0.6% |
| 3M | -1.1% | +15.7% | -16.9% | -3.3% |
| 6M | +23.7% | +36.3% | -12.6% | +18.0% |
| YTD | +23.0% | +24.9% | -1.9% | +18.9% |
| 1Y | +37.2% | +48.9% | -11.8% | +29.4% |
| All | +55.6% | +133.3% | -77.8% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3y: compounded portfolio wealth divided by compounded IVZ 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…
3y analysis · Full analysis span regression · 6 months rolling