+639.5%
CEG vs VEA
+66.5%
+573.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.4% | +4.5% |
| 7D | +8.0% | +1.0% | +7.1% | +7.0% |
| 30D | +12.9% | +1.9% | +11.0% | +10.9% |
| 3M | +13.2% | +3.2% | +10.0% | +9.8% |
| 6M | -7.0% | +10.2% | -17.2% | -15.3% |
| YTD | -15.0% | +18.9% | -33.9% | -28.2% |
| 1Y | -2.7% | +29.3% | -32.1% | -24.0% |
| 3Y | +184.1% | +76.8% | +107.3% | +70.0% |
| All | +639.5% | +66.5% | +573.0% | +340.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 all: compounded portfolio wealth divided by compounded VEA 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…
all analysis · Full analysis span regression · 6 months rolling