+732.6%
CVS vs VTV
+712.5%
+20.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | -1.9% | -0.7% | -1.2% | -1.4% |
| 30D | -0.3% | -0.5% | +0.2% | +0.1% |
| 3M | -1.1% | +5.3% | -6.4% | -5.0% |
| 6M | +23.7% | +12.9% | +10.8% | +12.7% |
| YTD | +23.0% | +18.5% | +4.5% | +7.9% |
| 1Y | +37.2% | +25.3% | +11.9% | +15.3% |
| 3Y | +62.4% | +68.2% | -5.8% | +8.9% |
| 5Y | +31.8% | +80.6% | -48.8% | -16.2% |
| 10Y | +41.9% | +232.9% | -191.0% | -41.8% |
| All | +732.6% | +712.5% | +20.1% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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