+507.8%
CEG vs VT
+65.1%
+442.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.7% | -8.4% | -8.8% |
| 7D | -4.8% | -0.3% | -4.5% | -4.6% |
| 30D | -8.2% | -1.4% | -6.7% | -6.5% |
| 3M | -7.9% | -1.4% | -6.5% | -6.1% |
| 6M | -23.2% | +5.5% | -28.7% | -28.0% |
| YTD | -30.1% | +12.8% | -43.0% | -39.6% |
| 1Y | -31.9% | +15.4% | -47.3% | -42.6% |
| 3Y | +114.0% | +76.9% | +37.1% | +18.9% |
| All | +507.8% | +65.1% | +442.6% | +240.2% |
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