-59.2%
CERS price history and return analytics
+65.7%
-124.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | -0.5% |
| 7D | -3.9% | -1.1% | -2.8% | -1.7% |
| 30D | -8.1% | -1.0% | -7.1% | -6.2% |
| 3M | -3.9% | +3.2% | -7.0% | -9.9% |
| 6M | +39.1% | +12.5% | +26.6% | +9.4% |
| YTD | +20.9% | +14.1% | +6.8% | -6.9% |
| 1Y | +99.2% | +18.9% | +80.3% | +41.5% |
| 3Y | +48.2% | +74.1% | -25.9% | -47.3% |
| All | -59.2% | +65.7% | -124.9% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling