+32.2%
CVS vs VNQ
+7.0%
+25.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | -2.2% | -1.3% | -0.9% | -1.7% |
| 30D | -0.1% | -2.6% | +2.5% | +0.9% |
| 3M | -5.2% | -2.0% | -3.2% | -4.5% |
| 6M | +26.9% | +4.3% | +22.6% | +24.8% |
| YTD | +22.1% | +9.2% | +12.8% | +17.9% |
| 1Y | +30.8% | +5.6% | +25.2% | +28.0% |
| 3Y | +54.4% | +30.8% | +23.5% | +37.5% |
| All | +32.2% | +7.0% | +25.2% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 5y: compounded portfolio wealth divided by compounded VNQ 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…
5y analysis · Full analysis span regression · 6 months rolling