+68.2%
IVV vs CVS
+5.4%
+62.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.8% | -0.1% |
| 7D | -2.7% | -7.1% | +4.4% | -2.0% |
| 30D | -5.4% | -4.0% | -1.4% | -5.1% |
| 3M | -4.1% | -12.2% | +8.2% | -2.7% |
| 6M | +0.7% | -2.2% | +2.9% | +0.4% |
| YTD | +8.7% | +8.9% | -0.2% | +6.1% |
| 1Y | +11.0% | +9.9% | +1.1% | +8.0% |
| 3Y | +75.4% | +32.1% | +43.3% | +63.7% |
| All | +68.2% | +5.4% | +62.7% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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