-68.2%
CERT price history and return analytics
+92.3%
-160.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | +11.5% | -0.1% | +11.7% | +10.8% |
| 30D | +32.8% | -3.1% | +35.9% | +37.5% |
| 3M | +50.2% | -3.5% | +53.7% | +56.7% |
| 6M | +92.2% | +0.5% | +91.7% | +87.8% |
| YTD | +37.6% | +10.8% | +26.8% | +16.3% |
| 1Y | +40.7% | +11.9% | +28.8% | +17.1% |
| 3Y | -10.2% | +73.0% | -83.2% | -60.7% |
| 5Y | -69.5% | +58.6% | -128.1% | -83.6% |
| All | -68.2% | +92.3% | -160.5% | -88.0% |
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 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