+492.8%
CEG vs VCIT
+6.7%
+486.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | -9.4% | +0.5% | -9.9% | -9.8% |
| 30D | -20.2% | +2.1% | -22.3% | -21.8% |
| 3M | -9.5% | -1.6% | -7.9% | -8.1% |
| 6M | -25.0% | -1.6% | -23.4% | -23.8% |
| YTD | -31.9% | -1.5% | -30.3% | -30.7% |
| 1Y | -33.7% | -0.4% | -33.3% | -33.1% |
| 3Y | +108.7% | +19.6% | +89.1% | +77.9% |
| All | +492.8% | +6.7% | +486.1% | +464.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling