+1,460.5%
CIEN vs VUG
+410.7%
+1,049.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | -4.6% | +0.1% | -4.7% | -4.9% |
| 30D | -12.8% | -1.7% | -11.1% | -11.3% |
| 3M | -23.1% | +2.8% | -25.9% | -25.0% |
| 6M | +6.1% | +13.6% | -7.5% | -6.1% |
| YTD | +44.5% | +8.1% | +36.5% | +34.9% |
| 1Y | +176.6% | +13.1% | +163.5% | +149.1% |
| 3Y | +601.0% | +87.0% | +514.0% | +306.4% |
| 5Y | +509.1% | +76.0% | +433.2% | +268.4% |
| 10Y | +1,460.5% | +420.5% | +1,040.0% | +160.4% |
| All | +1,460.5% | +410.7% | +1,049.8% | +160.4% |
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