+539.0%
CIEN vs VSH
+31.2%
+507.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.2% | -0.4% | -2.3% |
| 7D | +15.3% | +14.3% | +0.9% | +7.2% |
| 30D | -22.0% | -7.9% | -14.1% | -17.8% |
| 3M | -36.6% | -19.9% | -16.8% | -28.2% |
| 6M | -51.5% | -30.5% | -20.9% | -43.2% |
| YTD | +20.0% | +85.7% | -65.7% | -13.5% |
| 1Y | +44.5% | +98.9% | -54.5% | +0.9% |
| 3Y | +539.0% | +32.1% | +507.0% | +393.9% |
| All | +539.0% | +31.2% | +507.8% | +393.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling