+63.1%
CVS vs VG
-51.4%
+114.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | -7.1% | -22.0% | +15.0% | -6.7% |
| 30D | -4.0% | -11.6% | +7.7% | -3.7% |
| 3M | -12.2% | -14.9% | +2.6% | -11.9% |
| 6M | -2.2% | -3.5% | +1.4% | -2.1% |
| YTD | +8.9% | +70.0% | -61.1% | +8.1% |
| 1Y | +9.9% | +50.0% | -40.1% | +9.0% |
| All | +63.1% | -51.4% | +114.5% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling