+28.9%
CEW price history and return analytics
+217.6%
-188.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | -0.3% | -3.1% | +2.8% | +0.4% |
| 3M | -1.3% | -3.5% | +2.2% | -0.6% |
| 6M | +0.1% | +0.5% | -0.4% | -0.1% |
| YTD | +3.6% | +10.8% | -7.2% | +1.1% |
| 1Y | +5.0% | +11.9% | -6.9% | +2.3% |
| 3Y | +21.9% | +73.0% | -51.1% | +7.3% |
| 5Y | +22.3% | +58.6% | -36.3% | +9.0% |
| 10Y | +28.9% | +219.2% | -190.3% | -5.0% |
| All | +28.9% | +217.6% | -188.8% | -5.0% |
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