+45.3%
CEE vs VT
+222.7%
-177.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +3.0% | +0.4% | +2.5% | +2.6% |
| 30D | -3.2% | +1.0% | -4.2% | -4.0% |
| 3M | -5.4% | +2.4% | -7.7% | -7.3% |
| 6M | +7.3% | +12.0% | -4.7% | -2.1% |
| YTD | +14.8% | +15.3% | -0.5% | +2.3% |
| 1Y | +30.6% | +22.6% | +8.0% | +10.7% |
| 3Y | +143.8% | +74.7% | +69.1% | +56.8% |
| 5Y | -17.2% | +66.1% | -83.3% | -44.6% |
| All | +45.3% | +222.7% | -177.4% | -42.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling