+522.6%
CIEN vs VO
+65.0%
+457.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.7% | +7.9% | +5.3% |
| 7D | -5.3% | -0.1% | -5.1% | -4.2% |
| 30D | -40.1% | +0.5% | -40.6% | -39.9% |
| 3M | -34.7% | -1.0% | -33.7% | -32.3% |
| 6M | -50.9% | +6.4% | -57.3% | -55.1% |
| YTD | +15.2% | +13.6% | +1.6% | -5.2% |
| 1Y | +35.2% | +14.5% | +20.7% | +10.5% |
| 3Y | +522.6% | +67.2% | +455.4% | +201.1% |
| All | +522.6% | +65.0% | +457.6% | +201.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling