+954.4%
VTI vs CVS
+508.5%
+445.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | +0.6% | -1.6% | +2.2% | +1.2% |
| 30D | -1.1% | +0.4% | -1.5% | -1.3% |
| 3M | +3.9% | -0.4% | +4.3% | +3.7% |
| 6M | +14.6% | +25.1% | -10.5% | +5.7% |
| YTD | +13.3% | +23.9% | -10.6% | +4.0% |
| 1Y | +19.2% | +41.1% | -21.9% | +4.5% |
| 3Y | +77.4% | +63.6% | +13.8% | +41.5% |
| 5Y | +74.0% | +31.5% | +42.5% | +48.0% |
| 10Y | +294.6% | +40.5% | +254.1% | +211.1% |
| All | +954.4% | +508.5% | +445.9% | +315.1% |
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