+604.3%
CEG vs VTEB
+2.3%
+602.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | -4.8% | -0.9% | -3.8% | -4.3% |
| 30D | +2.3% | -2.5% | +4.8% | +3.8% |
| 3M | +15.6% | -3.0% | +18.6% | +17.5% |
| 6M | -5.0% | -2.1% | -2.9% | -3.8% |
| YTD | -19.0% | -1.5% | -17.5% | -18.1% |
| 1Y | -10.0% | +0.2% | -10.1% | -9.4% |
| 3Y | +163.9% | +8.6% | +155.4% | +147.6% |
| All | +604.3% | +2.3% | +602.0% | +655.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling