+562.3%
CEG vs VEU
+51.1%
+511.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.3% |
| 7D | +1.7% | +0.5% | +1.1% | +1.1% |
| 30D | -10.2% | -2.3% | -7.9% | -8.0% |
| 3M | -0.8% | -4.4% | +3.6% | +3.9% |
| 6M | -11.5% | -2.2% | -9.4% | -9.4% |
| YTD | -23.9% | +10.9% | -34.8% | -31.2% |
| 1Y | -25.4% | +13.4% | -38.8% | -34.0% |
| 3Y | +124.2% | +69.7% | +54.5% | +39.5% |
| All | +562.3% | +51.1% | +511.2% | +327.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling