+40.0%
CEE price history and return analytics
+222.7%
-182.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +0.3% | +2.9% | -2.6% | -2.1% |
| 30D | -0.4% | -2.5% | +2.1% | +1.5% |
| 3M | -13.2% | -3.3% | -9.9% | -11.0% |
| 6M | -10.1% | +1.5% | -11.6% | -11.4% |
| YTD | +5.3% | +11.4% | -6.1% | -3.6% |
| 1Y | +19.8% | +11.9% | +7.9% | +9.2% |
| 3Y | +136.2% | +73.9% | +62.3% | +52.4% |
| 5Y | -27.0% | +57.9% | -84.9% | -49.2% |
| All | +40.0% | +222.7% | -182.7% | -45.3% |
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