+64.4%
CERY vs VT
+45.7%
+18.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +2.1% | +0.4% | +1.7% | +2.1% |
| 30D | +10.3% | +1.0% | +9.3% | +10.1% |
| 3M | +6.7% | +2.4% | +4.3% | +6.3% |
| 6M | +18.3% | +12.0% | +6.3% | +15.8% |
| YTD | +36.7% | +15.3% | +21.4% | +32.5% |
| 1Y | +46.0% | +22.6% | +23.4% | +38.8% |
| All | +64.4% | +45.7% | +18.6% | +45.1% |
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