+639.7%
CEG vs VTEB
+3.2%
+636.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | +6.7% | -0.2% | +6.9% | +6.8% |
| 30D | +11.0% | -1.6% | +12.6% | +11.9% |
| 3M | +19.5% | -2.0% | +21.5% | +20.8% |
| 6M | -5.9% | -1.7% | -4.2% | -5.0% |
| YTD | -15.0% | -0.6% | -14.4% | -14.5% |
| 1Y | +0.6% | +1.8% | -1.2% | +0.5% |
| 3Y | +180.6% | +9.6% | +171.0% | +161.8% |
| All | +639.7% | +3.2% | +636.5% | +689.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling