+314.1%
VOO vs CIEN
+1,461.9%
-1,147.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -2.0% | +5.4% | -7.4% | -3.0% |
| 30D | -1.7% | -13.7% | +12.0% | +0.6% |
| 3M | +4.7% | -23.0% | +27.8% | +8.6% |
| 6M | +12.6% | -0.8% | +13.4% | +8.2% |
| YTD | +11.8% | +43.1% | -31.3% | -2.4% |
| 1Y | +17.5% | +157.6% | -140.1% | -11.4% |
| 3Y | +77.0% | +593.8% | -516.8% | -0.8% |
| 5Y | +82.6% | +520.6% | -438.0% | +2.3% |
| All | +314.1% | +1,461.9% | -1,147.8% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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