+93.2%
CERS price history and return analytics
+23.4%
+69.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -2.8% |
| 7D | -5.5% | +0.1% | -5.6% | -5.7% |
| 30D | +17.4% | +0.8% | +16.5% | +16.1% |
| 3M | -3.4% | +2.8% | -6.2% | -7.3% |
| 6M | +20.7% | +13.0% | +7.7% | -2.8% |
| YTD | +24.8% | +15.4% | +9.4% | -2.4% |
| All | +93.2% | +23.4% | +69.9% | +40.3% |
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