-99.2%
CELU vs VT
+145.6%
-244.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -2.2% |
| 7D | -5.4% | +0.4% | -5.7% | -5.5% |
| 30D | -51.3% | -2.6% | -48.7% | -50.1% |
| 3M | +8.4% | -3.2% | +11.7% | +12.1% |
| 6M | -13.6% | +0.9% | -14.6% | -13.2% |
| YTD | -31.5% | +11.3% | -42.8% | -36.3% |
| 1Y | -57.3% | +14.0% | -71.3% | -60.9% |
| 3Y | -65.0% | +75.8% | -140.8% | -75.0% |
| 5Y | -99.0% | +57.8% | -156.8% | -99.3% |
| All | -99.2% | +145.6% | -244.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling