-98.4%
CELU vs VT
+153.2%
-251.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.5% | -7.8% | -7.9% |
| 7D | -18.1% | +1.0% | -19.1% | -18.8% |
| 30D | +119.7% | -0.2% | +119.9% | +120.7% |
| 3M | +89.7% | +4.5% | +85.1% | +83.9% |
| 6M | +27.3% | +14.1% | +13.2% | +15.2% |
| YTD | +38.7% | +14.8% | +24.0% | +25.4% |
| 1Y | -27.0% | +21.2% | -48.2% | -36.6% |
| 3Y | -51.7% | +76.6% | -128.3% | -66.1% |
| 5Y | -97.7% | +66.6% | -164.3% | -98.4% |
| All | -98.4% | +153.2% | -251.6% | -99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling