+165.1%
CEG vs VTV
+66.4%
+98.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -1.7% |
| 7D | +0.3% | -2.1% | +2.4% | +3.2% |
| 30D | +2.9% | -1.3% | +4.2% | +4.8% |
| 3M | +18.2% | +5.6% | +12.6% | +9.4% |
| 6M | -9.5% | +12.4% | -21.9% | -22.9% |
| YTD | -18.7% | +17.6% | -36.3% | -35.1% |
| 1Y | -10.1% | +23.5% | -33.6% | -33.1% |
| All | +165.1% | +66.4% | +98.7% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling