-28.5%
CEG vs VCIT
-0.9%
-27.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.6% |
| 7D | -4.7% | +0.1% | -4.8% | -4.9% |
| 30D | -16.6% | +1.9% | -18.5% | -20.9% |
| 3M | -4.1% | -1.4% | -2.7% | +0.7% |
| 6M | -22.3% | -2.1% | -20.2% | -16.5% |
| YTD | -28.9% | -1.6% | -27.3% | -24.4% |
| 1Y | -28.5% | -0.9% | -27.5% | -24.5% |
| All | -28.5% | -0.9% | -27.6% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling