+1,500.5%
CIEN vs VGT
+820.0%
+680.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.3% | +3.3% |
| 7D | +8.9% | -0.2% | +9.1% | +9.1% |
| 30D | -19.1% | -0.4% | -18.7% | -18.6% |
| 3M | -21.5% | +4.4% | -25.9% | -23.7% |
| 6M | +2.8% | +32.1% | -29.2% | -19.3% |
| YTD | +49.5% | +28.8% | +20.7% | +20.7% |
| 1Y | +163.8% | +35.3% | +128.5% | +105.9% |
| 3Y | +615.8% | +124.8% | +491.1% | +272.0% |
| 5Y | +548.4% | +137.9% | +410.5% | +216.2% |
| All | +1,500.5% | +820.0% | +680.4% | +111.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling