-16.1%
CEG vs VGT
+16.0%
-32.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | +0.4% |
| 7D | +12.1% | +2.5% | +9.6% | +10.4% |
| 30D | +0.2% | -9.5% | +9.7% | +7.0% |
| 3M | +0.7% | -9.5% | +10.2% | +7.9% |
| 6M | +2.2% | -1.8% | +4.0% | +2.0% |
| YTD | -20.3% | +18.4% | -38.7% | -30.7% |
| 1Y | -16.1% | +18.7% | -34.8% | -27.4% |
| All | -16.1% | +16.0% | -32.1% | -27.4% |
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