+527.0%
CIEN vs VCLT
-16.3%
+543.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.8% |
| 7D | -4.6% | 0.0% | -4.6% | -4.6% |
| 30D | -12.8% | +0.1% | -12.9% | -12.9% |
| 3M | -23.1% | -2.9% | -20.2% | -21.6% |
| 6M | +6.1% | -4.0% | +10.1% | +9.0% |
| YTD | +44.5% | -2.2% | +46.8% | +47.1% |
| 1Y | +176.6% | -2.6% | +179.2% | +182.3% |
| 3Y | +601.0% | +12.3% | +588.7% | +557.6% |
| All | +527.0% | -16.3% | +543.3% | +553.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling