+607.8%
CIEN vs VIG
+57.1%
+550.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.1% | +7.9% |
| 7D | -5.3% | -0.4% | -4.9% | -4.8% |
| 30D | -17.2% | -2.1% | -15.2% | -14.0% |
| 3M | -26.9% | +3.3% | -30.2% | -31.9% |
| 6M | +16.0% | +9.3% | +6.7% | -2.5% |
| YTD | +45.9% | +10.1% | +35.8% | +20.9% |
| 1Y | +186.8% | +14.7% | +172.1% | +122.7% |
| 3Y | +607.8% | +56.9% | +550.8% | +253.1% |
| All | +607.8% | +57.1% | +550.7% | +253.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling