+532.5%
CIEN vs VUG
+1,251.8%
-719.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.7% |
| 7D | -15.2% | -0.1% | -15.1% | -15.2% |
| 30D | -21.5% | -0.3% | -21.2% | -21.1% |
| 3M | -40.1% | -0.7% | -39.4% | -39.2% |
| 6M | -6.6% | +14.6% | -21.2% | -20.9% |
| YTD | +37.3% | +9.0% | +28.2% | +24.2% |
| 1Y | +174.5% | +14.9% | +159.7% | +134.7% |
| 3Y | +562.3% | +86.0% | +476.2% | +214.0% |
| 5Y | +463.9% | +76.7% | +387.3% | +174.6% |
| 10Y | +1,302.4% | +411.3% | +891.1% | +33.7% |
| All | +532.5% | +1,251.8% | -719.3% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling