+509.1%
CIEN vs VIG
+62.2%
+446.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.1% |
| 7D | -4.6% | -1.2% | -3.4% | -3.0% |
| 30D | -12.8% | -2.8% | -10.0% | -8.9% |
| 3M | -23.1% | +2.5% | -25.5% | -26.3% |
| 6M | +6.1% | +8.1% | -2.0% | -6.0% |
| YTD | +44.5% | +9.6% | +35.0% | +25.6% |
| 1Y | +176.6% | +14.2% | +162.5% | +128.0% |
| 3Y | +601.0% | +56.1% | +544.8% | +287.3% |
| 5Y | +509.1% | +62.8% | +446.3% | +216.4% |
| All | +509.1% | +62.2% | +446.9% | +216.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling