+36.0%
CEPU vs VT
+23.3%
+12.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +4.9% | +0.4% | +4.5% | +4.2% |
| 30D | -1.7% | +1.0% | -2.7% | -3.2% |
| 3M | -6.3% | +2.4% | -8.7% | -9.7% |
| 6M | -6.3% | +12.0% | -18.3% | -21.7% |
| YTD | -19.8% | +15.3% | -35.1% | -37.6% |
| 1Y | +36.0% | +22.6% | +13.5% | +1.3% |
| All | +36.0% | +23.3% | +12.7% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling