-98.3%
CELU vs VT
+154.5%
-252.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | 0.0% | -8.2% | -8.2% |
| 7D | +6.3% | +0.4% | +5.9% | +5.9% |
| 30D | +128.9% | +1.0% | +127.9% | +127.6% |
| 3M | +68.8% | +2.4% | +66.5% | +66.8% |
| 6M | +34.4% | +12.0% | +22.4% | +23.4% |
| YTD | +51.4% | +15.3% | +36.0% | +36.2% |
| 1Y | -28.8% | +22.6% | -51.4% | -38.8% |
| 3Y | -53.3% | +74.7% | -128.0% | -67.1% |
| 5Y | -98.1% | +66.1% | -164.2% | -98.7% |
| All | -98.3% | +154.5% | -252.7% | -98.9% |
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 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