+55.4%
CVS vs VTRS
+83.1%
-27.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | -2.0% | -3.3% | +1.3% | -1.5% |
| 30D | +1.9% | +1.4% | +0.5% | +1.7% |
| 3M | -2.2% | +4.6% | -6.8% | -2.8% |
| 6M | +26.7% | +18.1% | +8.7% | +23.9% |
| YTD | +22.9% | +34.7% | -11.8% | +17.5% |
| 1Y | +32.9% | +65.6% | -32.7% | +23.2% |
| All | +55.4% | +83.1% | -27.6% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling