+2,545.5%
VRT vs CVS
+93.4%
+2,452.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.7% | -8.9% | -9.5% |
| 7D | +2.4% | -1.9% | +4.3% | +2.8% |
| 30D | -2.7% | -0.3% | -2.4% | -2.7% |
| 3M | -9.2% | -1.1% | -8.1% | -9.1% |
| 6M | -0.5% | +23.7% | -24.2% | -5.2% |
| YTD | +62.3% | +23.0% | +39.3% | +54.0% |
| 1Y | +109.6% | +37.2% | +72.4% | +94.0% |
| 3Y | +573.1% | +62.4% | +510.6% | +481.6% |
| 5Y | +953.6% | +31.8% | +921.8% | +891.9% |
| All | +2,545.5% | +93.4% | +2,452.2% | +2,180.3% |
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 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