+181.6%
CIEN vs VG
-49.4%
+231.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.8% |
| 7D | -9.3% | -7.7% | -1.6% | -8.4% |
| 30D | -39.5% | -8.8% | -30.7% | -38.7% |
| 3M | -29.8% | -15.6% | -14.2% | -28.5% |
| 6M | -50.4% | +5.2% | -55.6% | -51.2% |
| YTD | +16.3% | +76.9% | -60.6% | -3.2% |
| 1Y | +30.4% | +42.5% | -12.1% | +13.8% |
| All | +181.6% | -49.4% | +231.0% | +234.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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