+357.4%
CVS vs VEU
+192.1%
+165.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.8% |
| 7D | +4.0% | +1.1% | +2.8% | +3.3% |
| 30D | -2.4% | +2.2% | -4.6% | -3.6% |
| 3M | +2.7% | +3.0% | -0.3% | +0.6% |
| 6M | +21.9% | +10.9% | +11.0% | +14.2% |
| YTD | +24.7% | +18.2% | +6.6% | +12.5% |
| 1Y | +35.4% | +28.3% | +7.2% | +16.5% |
| 3Y | +65.2% | +74.6% | -9.4% | +18.1% |
| 5Y | +30.5% | +56.4% | -25.8% | -1.7% |
| 10Y | +40.4% | +153.0% | -112.6% | -20.1% |
| All | +357.4% | +192.1% | +165.3% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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