+3,313.2%
V vs CVS
+246.8%
+3,066.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.2% | -1.3% |
| 7D | +0.6% | -2.6% | +3.2% | +0.9% |
| 30D | +9.7% | +4.0% | +5.7% | +7.4% |
| 3M | +17.3% | -6.3% | +23.6% | +18.8% |
| 6M | +33.2% | -0.4% | +33.6% | +31.5% |
| YTD | +21.3% | +15.6% | +5.7% | +12.2% |
| 1Y | +27.3% | +18.3% | +9.0% | +16.6% |
| 3Y | +76.1% | +47.3% | +28.8% | +41.7% |
| 5Y | +103.5% | +13.2% | +90.3% | +79.1% |
| 10Y | +454.5% | +57.2% | +397.3% | +296.5% |
| All | +3,313.2% | +246.8% | +3,066.4% | +1,637.7% |
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 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