+104.3%
CEG vs VCIT
+19.7%
+84.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.4% |
| 7D | -4.7% | +0.1% | -4.8% | -4.8% |
| 30D | -16.6% | +1.9% | -18.5% | -18.0% |
| 3M | -4.1% | -1.4% | -2.7% | -2.9% |
| 6M | -22.3% | -2.1% | -20.2% | -20.9% |
| YTD | -28.9% | -1.6% | -27.3% | -27.7% |
| 1Y | -28.5% | -0.9% | -27.5% | -27.4% |
| 3Y | +104.3% | +20.0% | +84.3% | +83.9% |
| All | +104.3% | +19.7% | +84.6% | +83.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling