+157.6%
CIEN vs VIG
+12.7%
+144.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | +0.1% |
| 7D | +5.4% | -2.2% | +7.6% | +11.0% |
| 30D | -13.7% | -3.2% | -10.4% | -6.9% |
| 3M | -23.0% | +3.0% | -26.1% | -29.8% |
| 6M | -0.8% | +8.1% | -9.0% | -20.1% |
| YTD | +43.1% | +9.1% | +34.0% | +11.6% |
| 1Y | +157.6% | +12.6% | +145.1% | +86.6% |
| All | +157.6% | +12.7% | +144.9% | +86.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling