+738.6%
CVS vs VGT
+2,279.6%
-1,541.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -1.6% | +1.8% | -3.4% | -2.4% |
| 30D | +0.4% | -0.3% | +0.7% | +0.4% |
| 3M | -0.4% | +3.4% | -3.8% | -2.6% |
| 6M | +25.1% | +35.0% | -9.8% | +7.7% |
| YTD | +23.9% | +28.8% | -4.9% | +8.5% |
| 1Y | +41.1% | +38.0% | +3.1% | +19.1% |
| 3Y | +63.6% | +125.8% | -62.2% | +4.3% |
| 5Y | +31.5% | +134.7% | -103.2% | -20.8% |
| 10Y | +40.5% | +792.6% | -752.1% | -63.1% |
| All | +738.6% | +2,279.6% | -1,541.0% | +11.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling