+15.5%
CVS vs VG
+51.8%
-36.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.5% | -4.9% | +0.3% |
| 7D | +12.0% | +5.5% | +6.5% | +11.6% |
| 30D | +2.8% | -3.6% | +6.3% | +2.9% |
| 3M | -3.6% | -4.0% | +0.4% | -3.4% |
| 6M | -1.6% | +9.4% | -11.0% | -2.2% |
| YTD | +16.3% | +86.6% | -70.4% | +8.6% |
| 1Y | +15.5% | +69.5% | -54.0% | +8.5% |
| All | +15.5% | +51.8% | -36.2% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling