+1,261.7%
CIEN vs VUG
+405.4%
+856.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.7% | +7.1% | +7.0% |
| 7D | +8.7% | -1.1% | +9.8% | +11.1% |
| 30D | -26.9% | -7.0% | -19.9% | -19.5% |
| 3M | -23.6% | -3.7% | -19.9% | -18.6% |
| 6M | -49.1% | -1.6% | -47.5% | -46.7% |
| YTD | +26.6% | +5.1% | +21.4% | +24.6% |
| 1Y | +42.7% | +3.8% | +39.0% | +43.2% |
| 3Y | +570.8% | +79.9% | +491.0% | +315.1% |
| 5Y | +386.4% | +66.4% | +320.0% | +219.2% |
| 10Y | +1,261.7% | +405.3% | +856.5% | +134.0% |
| All | +1,261.7% | +405.4% | +856.4% | +134.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 10y: compounded portfolio wealth divided by compounded VUG 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…
10y analysis · Full analysis span regression · 6 months rolling