+1,460.5%
CIEN vs VSH
+172.7%
+1,287.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | -4.6% | +3.5% | -8.1% | -6.2% |
| 30D | -12.8% | -4.4% | -8.4% | -11.0% |
| 3M | -23.1% | -45.8% | +22.7% | 0.0% |
| 6M | +6.1% | +90.1% | -84.0% | -24.2% |
| YTD | +44.5% | +120.3% | -75.8% | -3.9% |
| 1Y | +176.6% | +112.2% | +64.4% | +85.7% |
| 3Y | +601.0% | +36.6% | +564.4% | +445.0% |
| 5Y | +509.1% | +67.0% | +442.1% | +324.0% |
| 10Y | +1,460.5% | +179.5% | +1,281.0% | +556.4% |
| All | +1,460.5% | +172.7% | +1,287.8% | +556.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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