+22.1%
CEMB price history and return analytics
+74.5%
-52.4%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -0.4% | +2.9% | -3.3% | -0.9% |
| 30D | +0.1% | -2.5% | +2.6% | +0.5% |
| 3M | -1.7% | -3.3% | +1.6% | -1.2% |
| 6M | -1.4% | +1.5% | -3.0% | -1.8% |
| YTD | -0.1% | +11.4% | -11.5% | -2.0% |
| 1Y | +0.2% | +11.9% | -11.7% | -1.8% |
| All | +22.1% | +74.5% | -52.4% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling