+1,539.7%
CECO vs VT
+374.2%
+1,165.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +6.4% | +0.4% | +5.9% | +5.9% |
| 30D | +7.2% | +1.0% | +6.2% | +6.3% |
| 3M | -8.6% | +2.4% | -11.0% | -10.3% |
| 6M | +33.5% | +12.0% | +21.5% | +20.3% |
| YTD | +23.8% | +15.3% | +8.5% | +8.4% |
| 1Y | +51.9% | +22.6% | +29.4% | +25.4% |
| 3Y | +430.4% | +74.7% | +355.8% | +211.8% |
| 5Y | +880.2% | +66.1% | +814.0% | +504.5% |
| 10Y | +583.1% | +225.0% | +358.1% | +133.1% |
| All | +1,539.7% | +374.2% | +1,165.5% | +275.8% |
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