+1,179.1%
VST vs CIEN
+1,220.1%
-41.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | +19.2% | +27.4% | -8.2% | +9.8% |
| 30D | -17.2% | -26.6% | +9.4% | -8.8% |
| 3M | -8.1% | -32.0% | +23.8% | +2.6% |
| 6M | -8.1% | -49.1% | +40.9% | +10.3% |
| YTD | -16.3% | +25.7% | -42.0% | -28.1% |
| 1Y | -24.1% | +40.3% | -64.4% | -37.7% |
| 3Y | +300.2% | +566.2% | -266.0% | +105.1% |
| 5Y | +645.9% | +378.7% | +267.2% | +298.6% |
| All | +1,179.1% | +1,220.1% | -41.0% | +447.1% |
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