+1,046.9%
CECO vs VT
+355.4%
+691.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.2% |
| 7D | +3.2% | -0.1% | +3.4% | +4.3% |
| 30D | -21.3% | -3.1% | -18.2% | -17.6% |
| 3M | -26.4% | -3.5% | -22.9% | -22.3% |
| 6M | -36.6% | +0.5% | -37.1% | -35.4% |
| YTD | -13.4% | +10.8% | -24.2% | -19.7% |
| 1Y | -4.4% | +11.9% | -16.3% | -12.1% |
| 3Y | +166.2% | +73.0% | +93.2% | +60.8% |
| 5Y | +640.4% | +58.6% | +581.8% | +386.3% |
| 10Y | +418.7% | +219.2% | +199.5% | +83.6% |
| All | +1,046.9% | +355.4% | +691.4% | +178.4% |
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