+147.9%
CIEN vs VSH
+344.8%
-196.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.4% | -3.3% | -1.3% |
| 7D | -15.2% | +4.1% | -19.2% | -17.0% |
| 30D | -21.5% | -4.2% | -17.3% | -19.8% |
| 3M | -40.1% | -50.0% | +9.9% | -14.8% |
| 6M | -6.6% | +80.2% | -86.7% | -35.5% |
| YTD | +37.3% | +121.1% | -83.8% | -16.1% |
| 1Y | +174.5% | +112.0% | +62.5% | +69.8% |
| 3Y | +562.3% | +22.5% | +539.7% | +416.3% |
| 5Y | +463.9% | +64.0% | +399.9% | +264.6% |
| 10Y | +1,302.4% | +170.4% | +1,132.0% | +488.2% |
| All | +147.9% | +344.8% | -196.9% | -39.1% |
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