+41.1%
CVS vs VLTO
-9.1%
+50.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -1.6% | -1.6% | 0.0% | -1.5% |
| 30D | +0.4% | -2.9% | +3.2% | +0.6% |
| 3M | -0.4% | +12.7% | -13.1% | -1.7% |
| 6M | +25.1% | +1.6% | +23.6% | +24.6% |
| YTD | +23.9% | -4.0% | +27.9% | +24.6% |
| 1Y | +41.1% | -10.2% | +51.2% | +44.1% |
| All | +41.1% | -9.1% | +50.2% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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