+516.8%
CIEN vs VLTO
+56.4%
+460.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.6% | -5.2% | -4.6% |
| 7D | +15.3% | +1.0% | +14.3% | +15.2% |
| 30D | -22.0% | +17.5% | -39.5% | -23.4% |
| 3M | -36.6% | +21.4% | -58.0% | -38.2% |
| 6M | -51.5% | +38.1% | -89.6% | -55.0% |
| YTD | +20.0% | +19.0% | +0.9% | +18.2% |
| 1Y | +44.5% | +20.7% | +23.8% | +40.8% |
| 3Y | +539.0% | +64.3% | +474.8% | +447.1% |
| All | +516.8% | +56.4% | +460.5% | +446.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling