+127.0%
CIEN vs VSH
+289.9%
-162.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | +1.9% |
| 7D | +27.4% | +26.2% | +1.2% | +12.0% |
| 30D | -26.6% | -12.5% | -14.1% | -20.0% |
| 3M | -32.0% | -16.9% | -15.0% | -23.8% |
| 6M | -49.1% | -17.0% | -32.1% | -45.7% |
| YTD | +25.7% | +93.8% | -68.1% | -16.4% |
| 1Y | +40.3% | +99.3% | -59.0% | -8.2% |
| 3Y | +566.2% | +35.0% | +531.2% | +399.2% |
| 5Y | +378.7% | +45.8% | +332.9% | +235.0% |
| 10Y | +1,252.3% | +127.1% | +1,125.2% | +533.4% |
| All | +127.0% | +289.9% | -162.9% | -39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling