+74.2%
VTI vs CVS
+62.0%
+12.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.0% | -2.0% | -0.1% | -1.9% |
| 30D | -1.9% | +1.9% | -3.9% | -2.1% |
| 3M | +4.5% | -2.2% | +6.7% | +4.6% |
| 6M | +12.6% | +26.7% | -14.1% | +10.4% |
| YTD | +12.0% | +22.9% | -10.9% | +9.9% |
| 1Y | +17.3% | +32.9% | -15.6% | +14.3% |
| All | +74.2% | +62.0% | +12.3% | +64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling