+13.6%
CEFS price history and return analytics
+15.2%
-1.6%
-6.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.5% |
| 7D | -1.1% | -0.3% | -0.8% | -0.9% |
| 30D | -2.6% | -1.4% | -1.2% | -1.7% |
| 3M | -3.1% | -1.4% | -1.7% | -2.2% |
| 6M | +1.5% | +5.5% | -4.0% | -1.7% |
| YTD | +10.7% | +12.8% | -2.2% | +3.3% |
| 1Y | +13.6% | +15.4% | -1.8% | +4.8% |
| All | +13.6% | +15.2% | -1.6% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling