+1,164.9%
VST vs CIEN
+1,159.7%
+5.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.6% | +3.5% | +0.4% |
| 7D | +6.6% | +15.3% | -8.7% | +1.4% |
| 30D | -12.4% | -22.0% | +9.6% | -5.4% |
| 3M | -9.0% | -36.6% | +27.6% | +4.1% |
| 6M | -6.4% | -51.5% | +45.0% | +14.2% |
| YTD | -17.2% | +20.0% | -37.1% | -27.8% |
| 1Y | -22.0% | +44.5% | -66.5% | -36.7% |
| 3Y | +296.7% | +539.0% | -242.4% | +106.2% |
| 5Y | +637.6% | +356.8% | +280.8% | +300.3% |
| All | +1,164.9% | +1,159.7% | +5.1% | +449.4% |
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