-0.3%
CEPU vs VT
+148.4%
-148.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +4.9% | +0.4% | +4.5% | +4.3% |
| 30D | -1.7% | +1.0% | -2.7% | -2.9% |
| 3M | -6.3% | +2.4% | -8.7% | -8.9% |
| 6M | -6.3% | +12.0% | -18.3% | -18.0% |
| YTD | -19.8% | +15.3% | -35.1% | -32.0% |
| 1Y | +36.0% | +22.6% | +13.5% | +8.2% |
| 3Y | +128.6% | +74.7% | +53.9% | +23.8% |
| 5Y | +527.4% | +66.1% | +461.3% | +261.3% |
| All | -0.3% | +148.4% | -148.7% | -62.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling