+35.5%
CEMB vs VT
+215.5%
-180.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.2% | -2.3% | +2.1% | +0.2% |
| 30D | +0.3% | -5.0% | +5.3% | +1.2% |
| 3M | -1.8% | -4.9% | +3.1% | -0.9% |
| 6M | -1.7% | -1.5% | -0.2% | -1.5% |
| YTD | -0.2% | +8.5% | -8.7% | -1.8% |
| 1Y | +0.4% | +11.4% | -11.0% | -1.7% |
| 3Y | +22.3% | +70.1% | -47.8% | +10.3% |
| 5Y | +8.7% | +53.7% | -45.0% | -0.8% |
| All | +35.5% | +215.5% | -180.0% | +4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling