+1,500.5%
CIEN vs VIG
+250.0%
+1,250.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +3.6% |
| 7D | +8.9% | -1.1% | +10.0% | +10.4% |
| 30D | -19.1% | -2.7% | -16.4% | -16.2% |
| 3M | -21.5% | +2.5% | -24.0% | -24.2% |
| 6M | +2.8% | +9.2% | -6.4% | -7.8% |
| YTD | +49.5% | +9.8% | +39.6% | +33.4% |
| 1Y | +163.8% | +12.4% | +151.4% | +130.4% |
| 3Y | +615.8% | +55.9% | +559.9% | +336.5% |
| 5Y | +548.4% | +63.9% | +484.4% | +277.6% |
| All | +1,500.5% | +250.0% | +1,250.4% | +225.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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