+104.3%
CEG vs VSH
+6.8%
+97.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.7% | -1.4% | +2.7% |
| 7D | -4.7% | -12.9% | +8.2% | -1.3% |
| 30D | -16.6% | -36.9% | +20.3% | -6.1% |
| 3M | -4.1% | -28.8% | +24.6% | +3.9% |
| 6M | -22.3% | -30.3% | +8.0% | -19.2% |
| YTD | -28.9% | +62.4% | -91.3% | -45.2% |
| 1Y | -28.5% | +62.5% | -91.0% | -44.9% |
| 3Y | +104.3% | +7.4% | +96.9% | +70.2% |
| All | +104.3% | +6.8% | +97.5% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling