+174.5%
CIEN vs VTR
+36.9%
+137.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.1% | +0.9% |
| 7D | -15.2% | -1.7% | -13.5% | -15.3% |
| 30D | -21.5% | -2.4% | -19.0% | -21.9% |
| 3M | -40.1% | +14.8% | -54.9% | -41.8% |
| 6M | -6.6% | +5.3% | -11.9% | -6.9% |
| YTD | +37.3% | +18.1% | +19.2% | +36.9% |
| 1Y | +174.5% | +36.7% | +137.8% | +170.9% |
| All | +174.5% | +36.9% | +137.7% | +170.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling