+355.8%
CIEN vs VT
+57.0%
+298.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.1% |
| 7D | +15.3% | +2.4% | +12.9% | +11.3% |
| 30D | -22.0% | -1.5% | -20.5% | -18.8% |
| 3M | -36.6% | -4.1% | -32.5% | -30.6% |
| 6M | -51.5% | +0.6% | -52.0% | -50.3% |
| YTD | +20.0% | +11.0% | +8.9% | +6.8% |
| 1Y | +44.5% | +13.3% | +31.1% | +25.4% |
| 3Y | +539.0% | +73.4% | +465.6% | +230.2% |
| All | +355.8% | +57.0% | +298.8% | +152.6% |
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