+543.5%
CIEN vs VNQ
+7.0%
+536.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +3.9% |
| 7D | +8.9% | -1.3% | +10.2% | +10.0% |
| 30D | -19.1% | -2.6% | -16.5% | -17.6% |
| 3M | -21.5% | -2.0% | -19.5% | -21.0% |
| 6M | +2.8% | +4.3% | -1.5% | -1.7% |
| YTD | +49.5% | +9.2% | +40.2% | +37.6% |
| 1Y | +163.8% | +5.6% | +158.2% | +149.1% |
| 3Y | +615.8% | +30.8% | +585.0% | +466.8% |
| All | +543.5% | +7.0% | +536.4% | +488.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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