+639.5%
CEG vs VT
+68.8%
+570.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +8.0% | +0.4% | +7.6% | +7.4% |
| 30D | +12.9% | +1.0% | +12.0% | +11.6% |
| 3M | +13.2% | +2.4% | +10.8% | +9.9% |
| 6M | -7.0% | +12.0% | -19.0% | -19.1% |
| YTD | -15.0% | +15.3% | -30.3% | -28.6% |
| 1Y | -2.7% | +22.6% | -25.3% | -23.7% |
| 3Y | +184.1% | +74.7% | +109.4% | +58.2% |
| All | +639.5% | +68.8% | +570.6% | +302.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling