+509.1%
CIEN vs VOO
+81.6%
+427.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | -4.6% | -0.4% | -4.2% | -4.3% |
| 30D | -12.8% | -1.4% | -11.4% | -11.0% |
| 3M | -23.1% | +3.7% | -26.8% | -26.9% |
| 6M | +6.1% | +13.0% | -6.9% | -10.4% |
| YTD | +44.5% | +12.4% | +32.1% | +23.5% |
| 1Y | +176.6% | +18.6% | +158.0% | +121.7% |
| 3Y | +601.0% | +78.1% | +522.9% | +254.5% |
| 5Y | +509.1% | +82.3% | +426.9% | +195.1% |
| All | +509.1% | +81.6% | +427.5% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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