+814.4%
VOO vs CIEN
+1,963.1%
-1,148.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | +3.3% | +27.4% | -24.1% | -1.2% |
| 30D | -2.7% | -26.6% | +23.9% | +1.8% |
| 3M | -1.7% | -32.0% | +30.2% | +3.2% |
| 6M | +3.1% | -49.1% | +52.2% | +12.5% |
| YTD | +11.9% | +25.7% | -13.8% | +0.6% |
| 1Y | +12.1% | +40.3% | -28.3% | -2.0% |
| 3Y | +78.6% | +566.2% | -487.6% | +9.9% |
| 5Y | +73.8% | +378.7% | -304.9% | +11.8% |
| 10Y | +312.3% | +1,252.3% | -940.0% | +113.9% |
| All | +814.4% | +1,963.1% | -1,148.7% | +285.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling