+30.8%
CVS vs VIG
+13.0%
+17.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | -2.2% | -1.1% | -1.1% | -1.7% |
| 30D | -0.1% | -2.7% | +2.7% | +1.1% |
| 3M | -5.2% | +2.5% | -7.8% | -6.3% |
| 6M | +26.9% | +9.2% | +17.7% | +21.1% |
| YTD | +22.1% | +9.8% | +12.2% | +15.5% |
| 1Y | +30.8% | +12.4% | +18.4% | +22.1% |
| All | +30.8% | +13.0% | +17.8% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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