+1,431.9%
CIEN vs VCLT
+17.0%
+1,414.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.5% |
| 7D | +5.4% | -1.3% | +6.7% | +6.0% |
| 30D | -13.7% | -1.1% | -12.5% | -13.2% |
| 3M | -23.0% | -3.7% | -19.3% | -21.8% |
| 6M | -0.8% | -4.0% | +3.2% | +1.0% |
| YTD | +43.1% | -3.4% | +46.4% | +45.4% |
| 1Y | +157.6% | -4.1% | +161.8% | +162.8% |
| 3Y | +593.8% | +11.0% | +582.8% | +570.4% |
| 5Y | +520.6% | -17.0% | +537.6% | +536.6% |
| All | +1,431.9% | +17.0% | +1,414.8% | +1,536.4% |
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