-6.1%
CELH vs VTV
+80.6%
-86.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +1.1% |
| 7D | -11.2% | -1.1% | -10.1% | -9.6% |
| 30D | -1.4% | -1.0% | -0.4% | +0.4% |
| 3M | -4.2% | +4.6% | -8.8% | -10.4% |
| 6M | -40.5% | +13.5% | -54.0% | -51.3% |
| YTD | -40.5% | +18.5% | -59.0% | -54.6% |
| 1Y | -53.0% | +22.9% | -75.9% | -66.1% |
| 3Y | -59.1% | +67.8% | -126.9% | -83.3% |
| All | -6.1% | +80.6% | -86.7% | -62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling