-2.7%
CEG vs VNQ
+9.6%
-12.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.5% | +5.1% |
| 7D | +8.0% | -1.3% | +9.3% | +8.6% |
| 30D | +12.9% | -2.9% | +15.9% | +14.4% |
| 3M | +13.2% | +0.8% | +12.4% | +11.8% |
| 6M | -7.0% | +2.5% | -9.5% | -9.0% |
| YTD | -15.0% | +10.6% | -25.6% | -16.0% |
| 1Y | -2.7% | +9.1% | -11.8% | -4.8% |
| All | -2.7% | +9.6% | -12.3% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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