-29.3%
CEPU vs VT
+133.6%
-162.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | -6.1% | -2.3% | -3.8% | -3.7% |
| 30D | -20.6% | -5.0% | -15.6% | -15.9% |
| 3M | -27.9% | -4.9% | -23.1% | -23.8% |
| 6M | -35.0% | -1.5% | -33.5% | -33.9% |
| YTD | -43.1% | +8.5% | -51.6% | -48.3% |
| 1Y | -32.0% | +11.4% | -43.3% | -39.9% |
| 3Y | +95.5% | +70.1% | +25.4% | +9.3% |
| 5Y | +214.9% | +53.7% | +161.2% | +97.2% |
| All | -29.3% | +133.6% | -162.9% | -71.7% |
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