-27.0%
CELU vs VT
+21.4%
-48.4%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.5% | -7.8% | -7.5% |
| 7D | -18.1% | +1.0% | -19.1% | -19.4% |
| 30D | +119.7% | -0.2% | +119.9% | +121.4% |
| 3M | +89.7% | +4.5% | +85.1% | +81.0% |
| 6M | +27.3% | +14.1% | +13.2% | +9.5% |
| YTD | +38.7% | +14.8% | +24.0% | +19.0% |
| 1Y | -27.0% | +21.2% | -48.2% | -38.8% |
| All | -27.0% | +21.4% | -48.4% | -38.8% |
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