+9.2%
CEV price history and return analytics
+20.4%
-11.2%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -1.1% |
| 7D | -3.0% | -0.1% | -2.8% | -2.9% |
| 30D | -2.2% | -0.7% | -1.6% | -2.1% |
| 3M | +0.1% | +4.0% | -3.9% | -0.7% |
| 6M | -0.9% | +12.3% | -13.2% | -4.0% |
| YTD | +4.8% | +14.0% | -9.2% | +1.1% |
| 1Y | +9.2% | +20.3% | -11.1% | +2.3% |
| All | +9.2% | +20.4% | -11.2% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling