+990.1%
VZ vs CVS
+1,935.3%
-945.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +0.1% | +4.0% | -3.9% | -0.7% |
| 30D | +7.9% | -2.4% | +10.3% | +8.4% |
| 3M | +13.6% | +2.7% | +11.0% | +13.0% |
| 6M | +1.1% | +21.9% | -20.8% | -3.3% |
| YTD | +29.3% | +24.7% | +4.5% | +22.7% |
| 1Y | +21.2% | +35.4% | -14.2% | +13.0% |
| 3Y | +75.9% | +65.2% | +10.7% | +53.9% |
| 5Y | +24.1% | +30.5% | -6.5% | +13.1% |
| 10Y | +62.4% | +40.4% | +22.0% | +41.3% |
| All | +990.1% | +1,935.3% | -945.2% | +412.3% |
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 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