-32.8%
CEE price history and return analytics
+357.6%
-390.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -2.4% |
| 7D | +1.0% | +0.4% | +0.7% | +0.5% |
| 30D | +3.5% | -2.6% | +6.1% | +6.1% |
| 3M | -11.6% | -3.2% | -8.3% | -8.8% |
| 6M | -9.7% | +0.9% | -10.6% | -10.8% |
| YTD | +6.2% | +11.3% | -5.1% | -5.1% |
| 1Y | +22.8% | +14.0% | +8.8% | +7.1% |
| 3Y | +141.7% | +75.8% | +65.9% | +35.4% |
| 5Y | -28.7% | +57.8% | -86.5% | -55.9% |
| 10Y | +37.3% | +219.8% | -182.5% | -61.9% |
| All | -32.8% | +357.6% | -390.4% | -88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling