+604.3%
CEG vs VEU
+58.7%
+545.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -1.5% |
| 7D | -4.8% | -1.4% | -3.3% | -3.4% |
| 30D | +2.3% | -0.4% | +2.8% | +2.8% |
| 3M | +15.6% | +2.5% | +13.1% | +12.8% |
| 6M | -5.0% | +11.1% | -16.2% | -14.4% |
| YTD | -19.0% | +16.5% | -35.6% | -30.5% |
| 1Y | -10.0% | +22.9% | -32.9% | -26.4% |
| 3Y | +163.9% | +73.4% | +90.5% | +59.6% |
| All | +604.3% | +58.7% | +545.6% | +332.5% |
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