+579.5%
CEG vs VEU
+52.5%
+527.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +1.7% |
| 7D | +11.8% | -0.5% | +12.3% | +12.5% |
| 30D | -6.5% | -1.0% | -5.5% | -5.5% |
| 3M | -1.2% | -3.6% | +2.5% | +2.8% |
| 6M | -8.0% | -1.2% | -6.9% | -6.8% |
| YTD | -21.9% | +12.0% | -33.9% | -30.1% |
| 1Y | -21.4% | +13.9% | -35.3% | -30.7% |
| 3Y | +130.0% | +71.3% | +58.7% | +41.9% |
| All | +579.5% | +52.5% | +527.0% | +335.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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