+607.3%
CEG vs VNQ
+3.1%
+604.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.2% |
| 7D | +0.3% | -2.6% | +3.0% | +2.0% |
| 30D | +2.9% | -2.3% | +5.2% | +4.4% |
| 3M | +18.2% | -2.8% | +21.0% | +19.9% |
| 6M | -9.5% | +2.5% | -12.0% | -11.1% |
| YTD | -18.7% | +8.4% | -27.1% | -22.9% |
| 1Y | -10.1% | +6.8% | -16.9% | -14.2% |
| 3Y | +168.3% | +29.9% | +138.4% | +118.8% |
| All | +607.3% | +3.1% | +604.2% | +589.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling