-31.9%
CEG vs VGT
+18.8%
-50.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.9% |
| 7D | -4.8% | -6.5% | +1.7% | -0.3% |
| 30D | -8.2% | -10.6% | +2.4% | -0.6% |
| 3M | -7.9% | -3.7% | -4.2% | -5.1% |
| 6M | -23.2% | +10.4% | -33.6% | -30.5% |
| YTD | -30.1% | +23.1% | -53.2% | -41.4% |
| 1Y | -31.9% | +19.9% | -51.8% | -40.7% |
| All | -31.9% | +18.8% | -50.7% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling