-20.4%
CE price history and return analytics
+224.4%
-244.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.0% | +3.6% |
| 7D | +3.4% | -0.7% | +4.1% | +4.4% |
| 30D | +15.5% | -1.7% | +17.3% | +18.0% |
| 3M | +14.8% | -2.3% | +17.1% | +17.9% |
| 6M | -13.5% | +1.5% | -15.0% | -16.0% |
| YTD | +22.0% | +12.0% | +9.9% | +2.0% |
| 1Y | +24.6% | +12.9% | +11.7% | +3.2% |
| 3Y | -55.5% | +74.9% | -130.5% | -79.1% |
| 5Y | -67.6% | +59.9% | -127.5% | -82.6% |
| 10Y | -20.4% | +224.6% | -245.0% | -81.5% |
| All | -20.4% | +224.4% | -244.7% | -81.5% |
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