+34.2%
CVS vs VOO
+80.3%
-46.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -2.0% | -2.0% | 0.0% | -1.1% |
| 30D | +1.9% | -1.7% | +3.6% | +2.6% |
| 3M | -2.2% | +4.7% | -6.9% | -4.3% |
| 6M | +26.7% | +12.6% | +14.2% | +19.7% |
| YTD | +22.9% | +11.8% | +11.1% | +16.3% |
| 1Y | +32.9% | +17.5% | +15.4% | +22.7% |
| 3Y | +62.3% | +77.0% | -14.7% | +19.4% |
| 5Y | +34.2% | +82.6% | -48.3% | -5.4% |
| All | +34.2% | +80.3% | -46.1% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling