-57.1%
CELU vs VT
+10.1%
-67.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.4% |
| 7D | -5.0% | -2.3% | -2.7% | -0.5% |
| 30D | -48.3% | -5.0% | -43.3% | -43.1% |
| 3M | +11.3% | -4.9% | +16.2% | +23.1% |
| 6M | -18.3% | -1.5% | -16.7% | -12.0% |
| YTD | -31.5% | +8.5% | -40.0% | -35.1% |
| All | -57.1% | +10.1% | -67.2% | -59.9% |
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