+186.5%
CEF vs VT
+214.8%
-28.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +1.7% |
| 7D | +1.6% | -4.2% | +5.8% | +3.0% |
| 30D | -6.7% | -5.8% | -0.9% | -4.9% |
| 3M | -8.1% | -5.2% | -2.9% | -6.5% |
| 6M | -17.0% | +0.1% | -17.1% | -16.7% |
| YTD | -14.8% | +8.2% | -23.0% | -16.1% |
| 1Y | +5.0% | +10.1% | -5.1% | +3.0% |
| 3Y | +109.7% | +69.7% | +40.0% | +86.1% |
| 5Y | +116.3% | +53.4% | +62.9% | +93.7% |
| All | +186.5% | +214.8% | -28.3% | +106.7% |
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