+7.0%
CEPO price history and return analytics
+37.0%
-30.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +0.7% | -0.7% | +1.3% | +0.7% |
| 3M | +1.2% | +4.0% | -2.8% | +1.1% |
| 6M | +2.6% | +12.3% | -9.7% | +1.9% |
| YTD | +3.3% | +14.0% | -10.8% | +2.4% |
| 1Y | +3.1% | +20.3% | -17.2% | +1.8% |
| All | +7.0% | +37.0% | -30.0% | +3.9% |
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