+230.6%
CVS price history and return analytics
+357.6%
-127.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +0.1% |
| 7D | -3.7% | +0.4% | -4.1% | -4.2% |
| 30D | -0.3% | -2.6% | +2.2% | +0.9% |
| 3M | -10.3% | -3.2% | -7.0% | -8.9% |
| 6M | -4.6% | +0.9% | -5.5% | -5.9% |
| YTD | +10.7% | +11.3% | -0.6% | +2.3% |
| 1Y | +11.2% | +14.0% | -2.8% | +1.3% |
| 3Y | +43.0% | +75.8% | -32.8% | -2.3% |
| 5Y | +8.6% | +57.8% | -49.2% | -21.4% |
| 10Y | +52.0% | +219.8% | -167.8% | -29.9% |
| All | +230.6% | +357.6% | -127.0% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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