+124.2%
CEV price history and return analytics
+346.0%
-221.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +3.1% | -2.3% | +5.4% | +3.7% |
| 30D | +6.2% | -5.0% | +11.2% | +7.6% |
| 3M | +6.2% | -4.9% | +11.1% | +7.5% |
| 6M | +6.2% | -1.5% | +7.7% | +6.4% |
| YTD | +12.2% | +8.5% | +3.8% | +9.7% |
| 1Y | +9.4% | +11.4% | -2.0% | +6.1% |
| 3Y | +38.2% | +70.1% | -31.9% | +19.5% |
| 5Y | -1.7% | +53.7% | -55.4% | -13.3% |
| 10Y | +30.2% | +220.0% | -189.8% | -7.2% |
| All | +124.2% | +346.0% | -221.8% | +25.5% |
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