+29.3%
CEW price history and return analytics
+222.7%
-193.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.3% |
| 7D | +0.9% | -0.1% | +1.0% | +0.9% |
| 30D | +1.3% | -0.7% | +2.0% | +1.5% |
| 3M | +4.0% | +4.0% | 0.0% | +3.0% |
| 6M | +5.2% | +12.3% | -7.1% | +2.4% |
| YTD | +6.3% | +14.0% | -7.7% | +3.2% |
| 1Y | +9.6% | +20.3% | -10.7% | +5.0% |
| 3Y | +27.0% | +75.4% | -48.4% | +11.4% |
| 5Y | +23.4% | +66.0% | -42.5% | +8.9% |
| 10Y | +29.3% | +228.2% | -198.8% | -4.8% |
| All | +29.3% | +222.7% | -193.3% | -4.8% |
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