+58.0%
CERY price history and return analytics
+40.3%
+17.7%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -0.9% | +2.4% | -3.2% | -1.2% |
| 30D | -6.8% | -1.5% | -5.2% | -6.6% |
| 3M | +2.2% | -4.1% | +6.3% | +2.8% |
| 6M | -2.0% | +0.6% | -2.6% | -2.3% |
| YTD | +31.4% | +11.0% | +20.4% | +28.1% |
| 1Y | +33.1% | +13.3% | +19.7% | +28.8% |
| All | +58.0% | +40.3% | +17.7% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling