+30.8%
CVS vs VGT
+35.2%
-4.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.6% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | -0.1% | -0.4% | +0.4% | 0.0% |
| 3M | -5.2% | +4.4% | -9.6% | -5.1% |
| 6M | +26.9% | +32.1% | -5.2% | +25.3% |
| YTD | +22.1% | +28.8% | -6.7% | +19.8% |
| 1Y | +30.8% | +35.3% | -4.6% | +30.0% |
| All | +30.8% | +35.2% | -4.4% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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