+644.3%
CIEN vs VEA
+155.2%
+489.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | +15.3% | +2.3% | +13.0% | +12.6% |
| 30D | -22.0% | +0.2% | -22.2% | -21.5% |
| 3M | -36.6% | -5.3% | -31.3% | -31.6% |
| 6M | -51.5% | -0.9% | -50.5% | -49.8% |
| YTD | +20.0% | +12.2% | +7.7% | +9.0% |
| 1Y | +44.5% | +16.1% | +28.4% | +26.7% |
| 3Y | +539.0% | +73.0% | +466.1% | +263.0% |
| 5Y | +356.8% | +53.7% | +303.1% | +197.0% |
| 10Y | +1,190.4% | +159.3% | +1,031.1% | +355.9% |
| All | +644.3% | +155.2% | +489.1% | +223.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 all: compounded portfolio wealth divided by compounded VEA 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…
all analysis · Full analysis span regression · 6 months rolling