+180.6%
CEG vs VGT
+126.0%
+54.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.2% |
| 7D | +6.7% | +1.8% | +4.9% | +4.7% |
| 30D | +11.0% | -0.3% | +11.3% | +11.1% |
| 3M | +19.5% | +3.4% | +16.1% | +14.2% |
| 6M | -5.9% | +35.0% | -40.8% | -34.1% |
| YTD | -15.0% | +28.8% | -43.7% | -37.1% |
| 1Y | +0.6% | +38.0% | -37.3% | -30.8% |
| 3Y | +180.6% | +125.8% | +54.8% | +28.4% |
| All | +180.6% | +126.0% | +54.6% | +28.4% |
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 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