+639.7%
CEG vs VO
+46.3%
+593.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | +6.7% | +0.6% | +6.1% | +5.9% |
| 30D | +11.0% | -1.1% | +12.0% | +12.3% |
| 3M | +19.5% | +4.5% | +14.9% | +13.7% |
| 6M | -5.9% | +11.1% | -16.9% | -16.1% |
| YTD | -15.0% | +13.5% | -28.5% | -25.9% |
| 1Y | +0.6% | +14.5% | -13.8% | -13.0% |
| 3Y | +180.6% | +58.1% | +122.5% | +83.5% |
| All | +639.7% | +46.3% | +593.4% | +392.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling