+31.8%
CVS vs VSH
+67.3%
-35.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -1.9% | +3.5% | -5.4% | -2.2% |
| 30D | -0.3% | -4.4% | +4.1% | 0.0% |
| 3M | -1.1% | -45.8% | +44.7% | +4.3% |
| 6M | +23.7% | +90.1% | -66.4% | +10.5% |
| YTD | +23.0% | +120.3% | -97.3% | +7.3% |
| 1Y | +37.2% | +112.2% | -75.1% | +19.8% |
| 3Y | +62.4% | +36.6% | +25.9% | +50.3% |
| 5Y | +31.8% | +67.0% | -35.2% | +13.3% |
| All | +31.8% | +67.3% | -35.4% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling