+180.6%
CEG vs VEU
+77.0%
+103.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +6.7% | +1.7% | +5.0% | +4.7% |
| 30D | +11.0% | +1.0% | +10.0% | +9.8% |
| 3M | +19.5% | +5.6% | +13.9% | +12.0% |
| 6M | -5.9% | +13.7% | -19.5% | -19.3% |
| YTD | -15.0% | +17.7% | -32.7% | -30.6% |
| 1Y | +0.6% | +25.8% | -25.1% | -24.2% |
| 3Y | +180.6% | +77.1% | +103.5% | +41.9% |
| All | +180.6% | +77.0% | +103.6% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling