+55.4%
CVS vs VEA
+73.9%
-18.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | -2.0% | -2.1% | +0.1% | -1.5% |
| 30D | +1.9% | -1.1% | +3.0% | +2.1% |
| 3M | -2.2% | +5.1% | -7.3% | -3.5% |
| 6M | +26.7% | +9.8% | +17.0% | +23.1% |
| YTD | +22.9% | +15.9% | +6.9% | +16.9% |
| 1Y | +32.9% | +24.6% | +8.4% | +23.3% |
| All | +55.4% | +73.9% | -18.5% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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