+55.9%
VZ vs CVS
+33.6%
+22.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -1.3% |
| 7D | +2.1% | -7.1% | +9.2% | +2.8% |
| 30D | +1.4% | -4.0% | +5.4% | +1.7% |
| 3M | -1.3% | -12.2% | +11.0% | 0.0% |
| 6M | -0.5% | -2.2% | +1.6% | -0.4% |
| YTD | +19.6% | +8.9% | +10.7% | +18.0% |
| 1Y | +22.4% | +9.9% | +12.5% | +20.5% |
| 3Y | +55.9% | +32.1% | +23.8% | +48.5% |
| All | +55.9% | +33.6% | +22.3% | +48.5% |
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