+7.5%
CEPO vs VT
+30.3%
-22.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.1% | -2.3% | +2.2% | -0.1% |
| 30D | +0.3% | -5.0% | +5.2% | +0.4% |
| 3M | +1.4% | -4.9% | +6.3% | +1.5% |
| 6M | +2.2% | -1.5% | +3.7% | +2.1% |
| YTD | +3.7% | +8.5% | -4.7% | +3.0% |
| 1Y | +3.5% | +11.4% | -7.9% | +2.5% |
| All | +7.5% | +30.3% | -22.9% | +4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling