+174.5%
CIEN vs VGT
+40.8%
+133.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.6% |
| 7D | -15.2% | +1.0% | -16.2% | -16.8% |
| 30D | -21.5% | +1.3% | -22.8% | -22.8% |
| 3M | -40.1% | -1.1% | -38.9% | -38.2% |
| 6M | -6.6% | +32.6% | -39.2% | -41.7% |
| YTD | +37.3% | +29.0% | +8.3% | -9.3% |
| 1Y | +174.5% | +39.7% | +134.9% | +64.9% |
| All | +174.5% | +40.8% | +133.8% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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