+104.3%
CEG vs VT
+69.7%
+34.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +3.9% |
| 7D | -4.7% | -2.3% | -2.4% | -1.6% |
| 30D | -16.6% | -5.0% | -11.6% | -9.8% |
| 3M | -4.1% | -4.9% | +0.8% | +3.7% |
| 6M | -22.3% | -1.5% | -20.8% | -20.7% |
| YTD | -28.9% | +8.5% | -37.4% | -38.2% |
| 1Y | -28.5% | +11.4% | -39.8% | -40.4% |
| 3Y | +104.3% | +70.1% | +34.2% | -4.8% |
| All | +104.3% | +69.7% | +34.5% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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