-99.0%
CELU vs VT
+53.4%
-152.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.5% |
| 7D | -5.0% | -2.3% | -2.7% | -1.1% |
| 30D | -48.3% | -5.0% | -43.3% | -43.7% |
| 3M | +11.3% | -4.9% | +16.2% | +21.7% |
| 6M | -18.3% | -1.5% | -16.7% | -14.7% |
| YTD | -31.5% | +8.5% | -40.0% | -38.7% |
| 1Y | -55.0% | +11.4% | -66.4% | -61.3% |
| 3Y | -64.7% | +70.1% | -134.7% | -82.8% |
| All | -99.0% | +53.4% | -152.3% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling