-56.0%
CEGX vs VT
+13.3%
-69.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.0% | +2.1% |
| 7D | +23.2% | -0.7% | +23.9% | +25.7% |
| 30D | -16.1% | -1.7% | -14.3% | -11.7% |
| 3M | -10.9% | -2.3% | -8.6% | -3.9% |
| 6M | -28.4% | +1.5% | -29.9% | -29.6% |
| YTD | -54.6% | +12.0% | -66.6% | -64.8% |
| 1Y | -56.0% | +12.9% | -68.9% | -66.4% |
| All | -56.0% | +13.3% | -69.3% | -66.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling