-98.0%
CETX vs VT
+21.4%
-119.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +2.2% |
| 7D | -0.2% | +1.0% | -1.2% | -2.3% |
| 30D | -10.0% | -0.2% | -9.7% | -9.4% |
| 3M | -51.7% | +4.5% | -56.3% | -56.2% |
| 6M | -72.8% | +14.1% | -86.9% | -80.9% |
| YTD | -90.2% | +14.8% | -105.0% | -93.6% |
| 1Y | -98.0% | +21.2% | -119.2% | -99.1% |
| All | -98.0% | +21.4% | -119.4% | -99.1% |
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 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