-71.4%
CERT price history and return analytics
+53.4%
-124.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.4% |
| 7D | +9.3% | -2.3% | +11.7% | +11.8% |
| 30D | +34.5% | -5.0% | +39.4% | +42.7% |
| 3M | +48.2% | -4.9% | +53.1% | +57.2% |
| 6M | +92.5% | -1.5% | +94.0% | +93.2% |
| YTD | +36.8% | +8.5% | +28.3% | +19.3% |
| 1Y | +6.9% | +11.4% | -4.5% | -10.3% |
| 3Y | -4.1% | +70.1% | -74.2% | -56.0% |
| All | -71.4% | +53.4% | -124.8% | -83.3% |
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 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