-10.0%
CEVA price history and return analytics
+226.9%
-236.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +1.0% |
| 7D | +5.7% | -2.0% | +7.7% | +9.4% |
| 30D | -9.3% | -1.4% | -7.9% | -6.9% |
| 3M | -31.9% | +4.7% | -36.7% | -35.6% |
| 6M | +39.9% | +11.4% | +28.5% | +22.0% |
| YTD | +29.9% | +13.1% | +16.9% | +11.0% |
| 1Y | +21.7% | +19.0% | +2.6% | -2.8% |
| 3Y | +21.6% | +73.9% | -52.4% | -42.1% |
| 5Y | -38.0% | +65.4% | -103.4% | -66.9% |
| All | -10.0% | +226.9% | -236.9% | -78.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling