-22.2%
CE price history and return analytics
+222.7%
-244.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.4% |
| 7D | +7.1% | +2.9% | +4.3% | +3.3% |
| 30D | +14.7% | -2.5% | +17.2% | +18.3% |
| 3M | +18.4% | -3.3% | +21.8% | +23.3% |
| 6M | -13.7% | +1.5% | -15.2% | -16.2% |
| YTD | +21.5% | +11.4% | +10.2% | +2.5% |
| 1Y | +31.3% | +11.9% | +19.4% | +10.1% |
| 3Y | -55.7% | +73.9% | -129.5% | -79.0% |
| 5Y | -67.6% | +57.9% | -125.5% | -82.4% |
| All | -22.2% | +222.7% | -244.9% | -81.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling