+516.8%
CET price history and return analytics
+364.8%
+152.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.4% |
| 7D | +1.6% | -2.0% | +3.6% | +2.9% |
| 30D | +0.7% | -1.4% | +2.2% | +1.7% |
| 3M | +7.9% | +4.7% | +3.2% | +4.5% |
| 6M | +9.3% | +11.4% | -2.1% | +1.4% |
| YTD | +10.1% | +13.1% | -3.0% | +1.0% |
| 1Y | +16.9% | +19.0% | -2.1% | +3.6% |
| 3Y | +80.1% | +73.9% | +6.2% | +22.9% |
| 5Y | +78.4% | +65.4% | +13.0% | +25.4% |
| 10Y | +338.3% | +225.4% | +112.9% | +96.6% |
| All | +516.8% | +364.8% | +152.0% | +106.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling