+1,112.0%
VST vs CIEN
+1,137.4%
-25.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +5.5% | +5.1% | +8.7% |
| 7D | -9.8% | -24.1% | +14.3% | -1.2% |
| 30D | -25.1% | -45.5% | +20.3% | -9.0% |
| 3M | -11.6% | -39.7% | +28.1% | +2.7% |
| 6M | -20.9% | -57.8% | +36.9% | +1.2% |
| YTD | -22.3% | +4.1% | -26.4% | -28.8% |
| 1Y | -32.0% | +20.8% | -52.8% | -41.3% |
| 3Y | +262.4% | +463.1% | -200.8% | +97.4% |
| 5Y | +563.4% | +302.3% | +261.1% | +277.4% |
| All | +1,112.0% | +1,137.4% | -25.3% | +453.3% |
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