-33.6%
CEE vs VT
+345.0%
-378.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.6% | +2.7% |
| 7D | -2.6% | -4.2% | +1.6% | +1.6% |
| 30D | -0.4% | -5.8% | +5.4% | +5.7% |
| 3M | -11.5% | -5.2% | -6.3% | -6.7% |
| 6M | -9.3% | +0.1% | -9.4% | -9.7% |
| YTD | +5.0% | +8.2% | -3.3% | -3.4% |
| 1Y | +22.5% | +10.1% | +12.3% | +10.7% |
| 3Y | +140.6% | +69.7% | +70.9% | +39.8% |
| 5Y | -29.6% | +53.4% | -82.9% | -55.2% |
| 10Y | +37.7% | +219.2% | -181.5% | -61.9% |
| All | -33.6% | +345.0% | -378.6% | -88.0% |
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