+543.5%
CIEN vs VTEB
+1.2%
+542.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.1% | +4.1% |
| 7D | +8.9% | -0.9% | +9.8% | +10.0% |
| 30D | -19.1% | -2.5% | -16.6% | -16.8% |
| 3M | -21.5% | -3.0% | -18.5% | -18.8% |
| 6M | +2.8% | -2.1% | +4.9% | +5.4% |
| YTD | +49.5% | -1.5% | +50.9% | +52.5% |
| 1Y | +163.8% | +0.2% | +163.6% | +165.7% |
| 3Y | +615.8% | +8.6% | +607.3% | +553.8% |
| All | +543.5% | +1.2% | +542.3% | +533.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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