+8.1%
CENT vs VT
+53.4%
-45.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | +4.8% | -2.3% | +7.1% | +6.4% |
| 30D | +19.0% | -5.0% | +24.0% | +22.9% |
| 3M | +2.7% | -4.9% | +7.5% | +5.9% |
| 6M | +29.7% | -1.5% | +31.3% | +30.2% |
| YTD | +48.6% | +8.5% | +40.1% | +38.8% |
| 1Y | +52.7% | +11.4% | +41.4% | +39.9% |
| 3Y | +34.6% | +70.1% | -35.5% | -9.2% |
| All | +8.1% | +53.4% | -45.3% | -22.5% |
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