+550.9%
CIEN vs VLTO
+57.1%
+493.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.5% | +8.3% | +8.8% |
| 7D | +8.7% | +1.5% | +7.2% | +8.6% |
| 30D | -26.9% | +20.9% | -47.9% | -28.6% |
| 3M | -23.6% | +21.4% | -45.0% | -25.5% |
| 6M | -49.1% | +37.6% | -86.7% | -52.7% |
| YTD | +26.6% | +19.5% | +7.0% | +24.7% |
| 1Y | +42.7% | +22.0% | +20.7% | +38.5% |
| 3Y | +570.8% | +70.7% | +500.1% | +465.7% |
| All | +550.9% | +57.1% | +493.9% | +476.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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