+15.3%
CEFZ vs VT
+27.1%
-11.8%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | +0.4% | -1.3% | -1.1% |
| 30D | +0.6% | +1.0% | -0.3% | +0.1% |
| 3M | +1.5% | +2.4% | -0.9% | +0.1% |
| 6M | +5.6% | +12.0% | -6.4% | -1.4% |
| YTD | +7.1% | +15.3% | -8.3% | -2.0% |
| 1Y | +11.7% | +22.6% | -10.9% | -1.5% |
| All | +15.3% | +27.1% | -11.8% | -0.3% |
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