+697.8%
CECO vs VT
+57.0%
+640.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.7% |
| 7D | +24.1% | +2.4% | +21.8% | +20.9% |
| 30D | -13.0% | -1.5% | -11.5% | -10.1% |
| 3M | -29.4% | -4.1% | -25.3% | -24.2% |
| 6M | -34.7% | +0.6% | -35.3% | -33.3% |
| YTD | -9.4% | +11.0% | -20.4% | -16.9% |
| 1Y | +10.1% | +13.3% | -3.2% | -1.2% |
| 3Y | +182.0% | +73.4% | +108.6% | +65.7% |
| All | +697.8% | +57.0% | +640.8% | +415.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling