+151.9%
CIEN vs VG
-51.4%
+203.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.4% |
| 7D | -24.1% | -22.0% | -2.1% | -21.9% |
| 30D | -45.5% | -11.6% | -33.8% | -44.6% |
| 3M | -39.7% | -14.9% | -24.8% | -38.6% |
| 6M | -57.8% | -3.5% | -54.3% | -58.1% |
| YTD | +4.1% | +70.0% | -65.9% | -13.0% |
| 1Y | +20.8% | +50.0% | -29.2% | +3.5% |
| All | +151.9% | -51.4% | +203.3% | +200.2% |
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