+2,926.4%
V vs CVS
+274.2%
+2,652.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -1.7% | +4.0% | -5.7% | -3.1% |
| 30D | +2.0% | -2.4% | +4.4% | +2.7% |
| 3M | +17.4% | +2.7% | +14.7% | +15.8% |
| 6M | +17.5% | +21.9% | -4.4% | +8.5% |
| YTD | +7.6% | +24.7% | -17.2% | -2.3% |
| 1Y | +7.7% | +35.4% | -27.7% | -5.4% |
| 3Y | +54.7% | +65.2% | -10.5% | +20.0% |
| 5Y | +73.0% | +30.5% | +42.5% | +45.1% |
| 10Y | +390.9% | +40.4% | +350.5% | +275.3% |
| All | +2,926.4% | +274.2% | +2,652.2% | +1,413.3% |
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