+30.8%
CVS vs VWO
+16.3%
+14.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.6% |
| 7D | -2.2% | -1.8% | -0.4% | -2.2% |
| 30D | -0.1% | -0.1% | 0.0% | 0.0% |
| 3M | -5.2% | +2.2% | -7.4% | -5.2% |
| 6M | +26.9% | +8.8% | +18.1% | +26.0% |
| YTD | +22.1% | +12.4% | +9.7% | +19.5% |
| 1Y | +30.8% | +15.6% | +15.2% | +27.7% |
| All | +30.8% | +16.3% | +14.5% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 1y: compounded portfolio wealth divided by compounded VWO 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…
1y analysis · Full analysis span regression · 6 months rolling