+477.0%
CIEN vs VT
+66.2%
+410.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -15.2% | +0.4% | -15.6% | -15.9% |
| 30D | -21.5% | +1.0% | -22.5% | -22.6% |
| 3M | -40.1% | +2.4% | -42.5% | -41.7% |
| 6M | -6.6% | +12.0% | -18.6% | -20.1% |
| YTD | +37.3% | +15.3% | +21.9% | +12.6% |
| 1Y | +174.5% | +22.6% | +152.0% | +108.4% |
| 3Y | +562.3% | +74.7% | +487.6% | +228.6% |
| All | +477.0% | +66.2% | +410.8% | +193.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling