+40.0%
CVS vs VTEB
+17.9%
+22.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.8% |
| 7D | -2.2% | -0.9% | -1.2% | -1.9% |
| 30D | -0.1% | -2.5% | +2.4% | +0.7% |
| 3M | -5.2% | -3.0% | -2.2% | -4.3% |
| 6M | +26.9% | -2.1% | +29.0% | +27.7% |
| YTD | +22.1% | -1.5% | +23.6% | +22.6% |
| 1Y | +30.8% | +0.2% | +30.6% | +30.7% |
| 3Y | +54.4% | +8.6% | +45.8% | +48.9% |
| 5Y | +33.4% | +1.2% | +32.2% | +33.1% |
| All | +40.0% | +17.9% | +22.2% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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