-59.6%
CEGX vs VT
+19.8%
-79.4%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +7.8% |
| 7D | -10.2% | -2.3% | -7.9% | -5.7% |
| 30D | -32.8% | -5.0% | -27.8% | -23.1% |
| 3M | -15.5% | -4.9% | -10.6% | -2.6% |
| 6M | -48.8% | -1.5% | -47.2% | -46.0% |
| YTD | -62.0% | +8.5% | -70.5% | -68.7% |
| 1Y | -63.2% | +11.4% | -74.6% | -71.6% |
| All | -59.6% | +19.8% | -79.4% | -72.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling