+142.2%
CENX vs VT
+53.4%
+88.8%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.2% | +11.1% | +10.8% |
| 7D | -0.7% | -2.3% | +1.6% | +4.6% |
| 30D | -7.1% | -5.0% | -2.2% | +4.0% |
| 3M | -27.2% | -4.9% | -22.3% | -18.5% |
| 6M | -46.6% | -1.5% | -45.0% | -44.6% |
| YTD | -14.6% | +8.5% | -23.1% | -29.4% |
| 1Y | +15.5% | +11.4% | +4.1% | -9.8% |
| 3Y | +391.5% | +70.1% | +321.4% | +54.6% |
| All | +142.2% | +53.4% | +88.8% | -13.5% |
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