+585.2%
CIEN vs VTR
+134.0%
+451.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.1% |
| 7D | +5.4% | -1.8% | +7.2% | +5.5% |
| 30D | -13.7% | +4.0% | -17.7% | -13.9% |
| 3M | -23.0% | +7.8% | -30.9% | -24.5% |
| 6M | -0.8% | +6.4% | -7.2% | -2.3% |
| YTD | +43.1% | +18.3% | +24.7% | +38.8% |
| 1Y | +157.6% | +33.9% | +123.7% | +144.4% |
| All | +585.2% | +134.0% | +451.1% | +441.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling