+607.3%
CEG vs VTEB
+1.9%
+605.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.3% |
| 7D | +0.3% | -1.2% | +1.6% | +1.0% |
| 30D | +2.9% | -2.9% | +5.8% | +4.5% |
| 3M | +18.2% | -3.2% | +21.4% | +20.3% |
| 6M | -9.5% | -2.6% | -6.9% | -8.2% |
| YTD | -18.7% | -1.8% | -16.9% | -17.6% |
| 1Y | -10.1% | +0.2% | -10.3% | -9.5% |
| 3Y | +168.3% | +8.2% | +160.1% | +152.2% |
| All | +607.3% | +1.9% | +605.4% | +660.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling