+1,205.2%
VST vs CIEN
+1,252.1%
-46.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +10.7% | -3.4% | +3.7% |
| 7D | -0.5% | -5.3% | +4.8% | +1.4% |
| 30D | -17.1% | -40.1% | +23.1% | -2.4% |
| 3M | -4.6% | -34.7% | +30.1% | +7.9% |
| 6M | -9.1% | -50.9% | +41.8% | +10.7% |
| YTD | -16.6% | +15.2% | -31.8% | -26.2% |
| 1Y | -29.5% | +35.2% | -64.6% | -41.4% |
| 3Y | +297.5% | +522.6% | -225.1% | +109.3% |
| 5Y | +654.5% | +344.2% | +310.3% | +314.9% |
| 10Y | +1,205.2% | +1,188.7% | +16.6% | +472.7% |
| All | +1,205.2% | +1,252.1% | -46.8% | +472.7% |
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