+44.5%
CIEN vs VG
+63.8%
-19.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -4.6% |
| 7D | +15.3% | +14.0% | +1.3% | +15.9% |
| 30D | -22.0% | -1.0% | -21.0% | -22.0% |
| 3M | -36.6% | -2.7% | -33.9% | -36.6% |
| 6M | -51.5% | +1.5% | -52.9% | -50.5% |
| YTD | +20.0% | +93.7% | -73.8% | +22.2% |
| 1Y | +44.5% | +68.5% | -24.1% | +47.1% |
| All | +44.5% | +63.8% | -19.3% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling