+14.9%
CVS vs VLTO
+21.0%
-6.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.3% | +4.4% |
| 7D | -2.6% | +1.6% | -4.3% | -2.7% |
| 30D | +4.0% | +22.0% | -17.9% | +2.3% |
| 3M | -6.3% | +21.9% | -28.2% | -7.9% |
| 6M | -0.4% | +36.5% | -36.9% | -3.3% |
| YTD | +15.6% | +19.0% | -3.4% | +14.4% |
| All | +14.9% | +21.0% | -6.1% | +13.7% |
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