+1,096.6%
CIEN vs VT
+215.5%
+881.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.2% | +5.1% |
| 7D | -24.1% | -2.3% | -21.8% | -21.3% |
| 30D | -45.5% | -5.0% | -40.5% | -40.9% |
| 3M | -39.7% | -4.9% | -34.8% | -34.5% |
| 6M | -57.8% | -1.5% | -56.3% | -55.8% |
| YTD | +4.1% | +8.5% | -4.4% | -2.4% |
| 1Y | +20.8% | +11.4% | +9.4% | +10.4% |
| 3Y | +463.1% | +70.1% | +393.1% | +226.1% |
| 5Y | +302.3% | +53.7% | +248.6% | +162.2% |
| All | +1,096.6% | +215.5% | +881.1% | +202.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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