+355.8%
CIEN vs VEU
+47.6%
+308.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.5% | -4.5% |
| 7D | +15.3% | +2.1% | +13.2% | +12.2% |
| 30D | -22.0% | -0.9% | -21.1% | -20.1% |
| 3M | -36.6% | -5.4% | -31.3% | -30.3% |
| 6M | -51.5% | -1.8% | -49.7% | -48.8% |
| YTD | +20.0% | +10.9% | +9.0% | +9.2% |
| 1Y | +44.5% | +13.6% | +30.9% | +28.1% |
| 3Y | +539.0% | +69.3% | +469.8% | +259.5% |
| All | +355.8% | +47.6% | +308.2% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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