+86.0%
CEFA price history and return analytics
+133.1%
-47.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.3% |
| 7D | +2.1% | +2.4% | -0.2% | +0.2% |
| 30D | +0.6% | -1.5% | +2.1% | +1.9% |
| 3M | -4.5% | -4.1% | -0.4% | -1.2% |
| 6M | +1.9% | +0.6% | +1.4% | +1.5% |
| YTD | +9.0% | +11.0% | -2.0% | +0.3% |
| 1Y | +11.2% | +13.3% | -2.1% | +0.8% |
| 3Y | +59.3% | +73.4% | -14.1% | +3.8% |
| 5Y | +39.2% | +57.4% | -18.3% | -7.1% |
| All | +86.0% | +133.1% | -47.1% | +10.5% |
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