+1,146.8%
CIEN vs VCLT
+21.5%
+1,125.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.4% |
| 7D | +15.3% | -2.3% | +17.5% | +16.4% |
| 30D | -22.0% | +0.8% | -22.7% | -22.3% |
| 3M | -36.6% | -2.7% | -34.0% | -36.0% |
| 6M | -51.5% | -4.3% | -47.2% | -50.6% |
| YTD | +20.0% | -4.3% | +24.3% | +22.3% |
| 1Y | +44.5% | -4.4% | +48.8% | +47.4% |
| 3Y | +539.0% | +13.8% | +525.3% | +511.9% |
| 5Y | +356.8% | -17.0% | +373.8% | +369.7% |
| All | +1,146.8% | +21.5% | +1,125.3% | +1,240.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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