+32.2%
CVS vs VTEB
+1.2%
+31.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.6% |
| 7D | -2.2% | -0.9% | -1.2% | -2.4% |
| 30D | -0.1% | -2.5% | +2.4% | -0.7% |
| 3M | -5.2% | -3.0% | -2.2% | -5.9% |
| 6M | +26.9% | -2.1% | +29.0% | +26.2% |
| YTD | +22.1% | -1.5% | +23.6% | +21.6% |
| 1Y | +30.8% | +0.2% | +30.6% | +30.9% |
| 3Y | +54.4% | +8.6% | +45.8% | +54.5% |
| All | +32.2% | +1.2% | +31.0% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling