-69.6%
CERT price history and return analytics
+57.0%
-126.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.4% |
| 7D | -4.0% | +2.4% | -6.3% | -6.9% |
| 30D | +23.6% | -1.5% | +25.1% | +25.1% |
| 3M | +42.0% | -4.1% | +46.1% | +49.0% |
| 6M | +141.5% | +0.6% | +141.0% | +136.1% |
| YTD | +31.3% | +11.0% | +20.3% | +11.2% |
| 1Y | +37.6% | +13.3% | +24.2% | +13.2% |
| 3Y | -11.1% | +73.4% | -84.5% | -60.2% |
| All | -69.6% | +57.0% | -126.6% | -82.9% |
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 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