+572.5%
CIEN vs VTV
+715.1%
-142.6%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.1% | +7.4% |
| 7D | -5.3% | +0.3% | -5.6% | -5.9% |
| 30D | -17.2% | +0.1% | -17.4% | -17.5% |
| 3M | -26.9% | +6.2% | -33.1% | -32.4% |
| 6M | +16.0% | +13.5% | +2.5% | -0.8% |
| YTD | +45.9% | +18.9% | +27.1% | +17.7% |
| 1Y | +186.8% | +25.8% | +161.0% | +115.8% |
| 3Y | +607.8% | +68.7% | +539.0% | +273.8% |
| 5Y | +506.7% | +80.3% | +426.4% | +197.2% |
| 10Y | +1,438.7% | +226.3% | +1,212.4% | +231.6% |
| All | +572.5% | +715.1% | -142.6% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 all: compounded portfolio wealth divided by compounded VTV 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…
all analysis · Full analysis span regression · 6 months rolling