+31.5%
CVS vs VO
+43.2%
-11.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -1.6% | +0.6% | -2.2% | -1.9% |
| 30D | +0.4% | -1.1% | +1.5% | +0.8% |
| 3M | -0.4% | +4.5% | -5.0% | -2.5% |
| 6M | +25.1% | +11.1% | +14.1% | +19.0% |
| YTD | +23.9% | +13.5% | +10.3% | +16.4% |
| 1Y | +41.1% | +14.5% | +26.6% | +32.0% |
| 3Y | +63.6% | +58.1% | +5.5% | +30.7% |
| 5Y | +31.5% | +43.3% | -11.8% | +5.9% |
| All | +31.5% | +43.2% | -11.7% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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