-48.4%
CELH vs VUG
+4.9%
-53.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.0% | +1.6% |
| 7D | +9.9% | -3.0% | +12.9% | +12.0% |
| 30D | +11.7% | -6.4% | +18.2% | +16.7% |
| 3M | +4.1% | -3.2% | +7.3% | +6.1% |
| 6M | -8.4% | +3.1% | -11.5% | -12.9% |
| YTD | -32.8% | +6.3% | -39.1% | -36.8% |
| 1Y | -48.4% | +5.2% | -53.6% | -49.5% |
| All | -48.4% | +4.9% | -53.3% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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