-1.8%
CEG vs VSH
+112.8%
-114.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | +1.3% | +3.5% | -2.2% | +0.7% |
| 30D | +8.8% | -4.4% | +13.2% | +9.6% |
| 3M | +17.0% | -45.8% | +62.8% | +29.7% |
| 6M | -8.7% | +90.1% | -98.9% | -24.1% |
| YTD | -16.4% | +120.3% | -136.8% | -34.9% |
| 1Y | -1.8% | +112.2% | -114.0% | -21.0% |
| All | -1.8% | +112.8% | -114.5% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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