+40.0%
CVS vs VOO
+325.3%
-285.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.2% |
| 7D | -2.2% | -0.8% | -1.4% | -1.7% |
| 30D | -0.1% | -1.1% | +1.0% | +0.6% |
| 3M | -5.2% | +3.9% | -9.1% | -7.7% |
| 6M | +26.9% | +13.6% | +13.3% | +16.2% |
| YTD | +22.1% | +12.7% | +9.4% | +12.1% |
| 1Y | +30.8% | +17.6% | +13.2% | +16.6% |
| 3Y | +54.4% | +77.3% | -22.9% | +1.3% |
| 5Y | +33.4% | +84.1% | -50.8% | -16.2% |
| All | +40.0% | +325.3% | -285.3% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling