-10.0%
CEG vs VNQ
+7.2%
-17.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.8% |
| 7D | -4.8% | -1.3% | -3.5% | -4.2% |
| 30D | +2.3% | -2.6% | +4.9% | +3.6% |
| 3M | +15.6% | -2.0% | +17.6% | +16.1% |
| 6M | -5.0% | +4.3% | -9.3% | -7.3% |
| YTD | -19.0% | +9.2% | -28.3% | -20.1% |
| 1Y | -10.0% | +5.6% | -15.6% | -13.4% |
| All | -10.0% | +7.2% | -17.2% | -13.4% |
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