+35.4%
CVS vs VSH
+118.1%
-82.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.4% | -4.9% | -0.6% |
| 7D | +4.0% | +4.1% | -0.1% | +3.8% |
| 30D | -2.4% | -4.2% | +1.8% | -2.3% |
| 3M | +2.7% | -50.0% | +52.6% | +5.1% |
| 6M | +21.9% | +80.2% | -58.3% | +13.1% |
| YTD | +24.7% | +121.1% | -96.3% | +14.5% |
| 1Y | +35.4% | +112.0% | -76.6% | +23.5% |
| All | +35.4% | +118.1% | -82.7% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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