+157.6%
CIEN vs VSH
+109.0%
+48.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.5% |
| 7D | +5.4% | +3.1% | +2.3% | +3.7% |
| 30D | -13.7% | -5.7% | -8.0% | -11.1% |
| 3M | -23.0% | -42.5% | +19.4% | -2.1% |
| 6M | -0.8% | +82.7% | -83.5% | -34.6% |
| YTD | +43.1% | +118.2% | -75.2% | -13.7% |
| 1Y | +157.6% | +109.7% | +48.0% | +56.5% |
| All | +157.6% | +109.0% | +48.6% | +56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling