+2,010.2%
VRT vs CVS
+83.3%
+1,926.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +18.6% | +10.4% | +8.2% | +16.2% |
| 30D | -11.7% | +3.3% | -14.9% | -12.3% |
| 3M | -27.3% | -4.5% | -22.8% | -26.7% |
| 6M | -42.9% | -4.4% | -38.5% | -42.5% |
| YTD | +29.5% | +16.6% | +12.9% | +24.1% |
| 1Y | +21.0% | +15.3% | +5.7% | +16.2% |
| 3Y | +403.1% | +48.6% | +354.6% | +345.3% |
| 5Y | +688.8% | +12.9% | +675.9% | +668.5% |
| All | +2,010.2% | +83.3% | +1,926.8% | +1,736.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling