-27.9%
CEE vs VOO
+75.1%
-103.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.7% |
| 7D | -1.0% | -0.9% | 0.0% | -0.4% |
| 30D | +0.6% | -2.3% | +2.9% | +2.2% |
| 3M | -12.1% | -1.2% | -11.0% | -11.5% |
| 6M | -12.1% | +3.3% | -15.4% | -14.2% |
| YTD | +5.5% | +12.3% | -6.8% | -2.8% |
| 1Y | +21.4% | +12.5% | +8.9% | +11.7% |
| 3Y | +136.7% | +79.2% | +57.6% | +63.2% |
| 5Y | -27.9% | +75.7% | -103.5% | -47.5% |
| All | -27.9% | +75.1% | -103.0% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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