+312.4%
CVS vs VEA
+169.3%
+143.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -1.6% | +1.9% | -3.4% | -2.6% |
| 30D | +0.4% | +0.8% | -0.4% | -0.1% |
| 3M | -0.4% | +5.7% | -6.1% | -3.8% |
| 6M | +25.1% | +13.3% | +11.8% | +15.7% |
| YTD | +23.9% | +18.4% | +5.5% | +11.3% |
| 1Y | +41.1% | +27.0% | +14.1% | +21.7% |
| 3Y | +63.6% | +79.3% | -15.7% | +14.5% |
| 5Y | +31.5% | +62.1% | -30.6% | -3.6% |
| 10Y | +40.5% | +160.3% | -119.8% | -22.0% |
| All | +312.4% | +169.3% | +143.1% | +105.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling