+157.6%
CIEN vs VO
+12.4%
+145.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +1.0% |
| 7D | +5.4% | -2.5% | +7.9% | +11.4% |
| 30D | -13.7% | -3.2% | -10.4% | -6.8% |
| 3M | -23.0% | +3.9% | -27.0% | -28.8% |
| 6M | -0.8% | +9.6% | -10.5% | -17.5% |
| YTD | +43.1% | +11.6% | +31.5% | +14.5% |
| 1Y | +157.6% | +12.6% | +145.0% | +106.1% |
| All | +157.6% | +12.4% | +145.2% | +106.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling