+290.3%
VST vs CIEN
+527.8%
-237.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.1% | -2.5% |
| 7D | -6.0% | -9.3% | +3.3% | -1.9% |
| 30D | -18.8% | -39.5% | +20.7% | +0.2% |
| 3M | -8.0% | -29.8% | +21.8% | +4.6% |
| 6M | -10.9% | -50.4% | +39.4% | +14.9% |
| YTD | -18.3% | +16.3% | -34.7% | -36.9% |
| 1Y | -29.9% | +30.4% | -60.3% | -50.2% |
| 3Y | +290.3% | +516.6% | -226.3% | +21.1% |
| All | +290.3% | +527.8% | -237.5% | +21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling