+1,431.9%
CIEN vs VO
+197.9%
+1,233.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.1% |
| 7D | +5.4% | -2.5% | +7.9% | +8.5% |
| 30D | -13.7% | -3.2% | -10.4% | -10.2% |
| 3M | -23.0% | +3.9% | -27.0% | -26.2% |
| 6M | -0.8% | +9.6% | -10.5% | -9.6% |
| YTD | +43.1% | +11.6% | +31.5% | +27.9% |
| 1Y | +157.6% | +12.6% | +145.0% | +129.3% |
| 3Y | +593.8% | +55.4% | +538.4% | +351.6% |
| 5Y | +520.6% | +41.8% | +478.8% | +343.8% |
| All | +1,431.9% | +197.9% | +1,233.9% | +313.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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