+31.8%
CVS vs WU
-51.4%
+83.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.6% |
| 7D | -1.9% | -4.9% | +3.0% | -1.1% |
| 30D | -0.3% | -1.3% | +1.0% | -0.1% |
| 3M | -1.1% | -3.6% | +2.4% | -1.2% |
| 6M | +23.7% | -24.3% | +48.0% | +29.2% |
| YTD | +23.0% | -21.1% | +44.1% | +27.2% |
| 1Y | +37.2% | -10.3% | +47.5% | +37.5% |
| 3Y | +62.4% | -28.4% | +90.8% | +70.2% |
| 5Y | +31.8% | -51.2% | +83.0% | +51.4% |
| All | +31.8% | -51.4% | +83.2% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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