+3,306.4%
V vs CVS
+232.1%
+3,074.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | -0.8% | -3.7% | +2.9% | -0.2% |
| 30D | +9.5% | -0.3% | +9.9% | +8.8% |
| 3M | +16.7% | -10.3% | +27.0% | +20.0% |
| 6M | +32.9% | -4.6% | +37.5% | +33.2% |
| YTD | +21.1% | +10.7% | +10.4% | +13.7% |
| 1Y | +26.6% | +11.2% | +15.4% | +18.6% |
| 3Y | +78.4% | +43.0% | +35.3% | +44.9% |
| 5Y | +105.5% | +8.6% | +96.8% | +83.5% |
| 10Y | +444.2% | +52.0% | +392.3% | +293.3% |
| All | +3,306.4% | +232.1% | +3,074.3% | +1,660.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling