+134.7%
CEG vs VGT
+103.6%
+31.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | +0.9% |
| 7D | +12.1% | +2.5% | +9.6% | +9.6% |
| 30D | +0.2% | -9.5% | +9.7% | +10.4% |
| 3M | +0.7% | -9.5% | +10.2% | +11.1% |
| 6M | +2.2% | -1.8% | +4.0% | +1.8% |
| YTD | -20.3% | +18.4% | -38.7% | -36.2% |
| 1Y | -16.1% | +18.7% | -34.8% | -32.9% |
| 3Y | +134.7% | +103.8% | +30.9% | +12.2% |
| All | +134.7% | +103.6% | +31.1% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling