+178.8%
CIEN vs VG
-50.2%
+229.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.3% | +8.3% | +10.4% |
| 7D | -5.3% | -8.3% | +3.0% | -4.2% |
| 30D | -40.1% | -10.3% | -29.8% | -39.2% |
| 3M | -34.7% | -10.8% | -23.9% | -33.8% |
| 6M | -50.9% | +3.5% | -54.3% | -51.6% |
| YTD | +15.2% | +74.0% | -58.8% | -4.0% |
| 1Y | +35.2% | +48.9% | -13.7% | +16.4% |
| All | +178.8% | -50.2% | +229.0% | +231.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling