+579.5%
CEG vs VGT
+121.1%
+458.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.3% | +0.3% |
| 7D | +11.8% | -1.6% | +13.4% | +13.2% |
| 30D | -6.5% | -10.1% | +3.6% | +1.7% |
| 3M | -1.2% | -5.3% | +4.1% | +3.2% |
| 6M | -8.0% | +0.2% | -8.3% | -9.2% |
| YTD | -21.9% | +21.1% | -43.0% | -34.3% |
| 1Y | -21.4% | +18.2% | -39.6% | -32.4% |
| 3Y | +130.0% | +107.4% | +22.6% | +38.4% |
| All | +579.5% | +121.1% | +458.4% | +270.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling