+1,878.9%
CVS vs VTRS
+552.8%
+1,326.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.6% |
| 7D | -1.9% | -3.5% | +1.5% | -1.3% |
| 30D | -0.3% | +2.1% | -2.4% | -0.7% |
| 3M | -1.1% | +2.6% | -3.7% | -1.6% |
| 6M | +23.7% | +17.8% | +5.9% | +20.1% |
| YTD | +23.0% | +35.7% | -12.7% | +16.4% |
| 1Y | +37.2% | +63.5% | -26.3% | +25.6% |
| 3Y | +62.4% | +85.1% | -22.7% | +43.4% |
| 5Y | +31.8% | +42.5% | -10.7% | +19.5% |
| 10Y | +41.9% | -48.2% | +90.1% | +44.3% |
| All | +1,878.9% | +552.8% | +1,326.2% | +1,026.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling