-98.4%
CETX vs VT
+11.9%
-110.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -2.8% |
| 7D | -3.6% | +2.4% | -6.0% | -7.8% |
| 30D | -66.3% | -1.5% | -64.8% | -64.4% |
| 3M | -79.8% | -4.1% | -75.7% | -77.7% |
| 6M | -91.9% | +0.6% | -92.5% | -91.7% |
| YTD | -97.6% | +11.0% | -108.7% | -98.1% |
| 1Y | -98.4% | +13.3% | -111.7% | -98.7% |
| All | -98.4% | +11.9% | -110.3% | -98.7% |
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 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