+588.9%
VST vs CIEN
+301.0%
+287.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +5.5% | +5.1% | +8.4% |
| 7D | -9.8% | -24.1% | +14.3% | +0.3% |
| 30D | -25.1% | -45.5% | +20.3% | -6.0% |
| 3M | -11.6% | -39.7% | +28.1% | +5.2% |
| 6M | -20.9% | -57.8% | +36.9% | +5.5% |
| YTD | -22.3% | +4.1% | -26.4% | -32.1% |
| 1Y | -32.0% | +20.8% | -52.8% | -45.1% |
| 3Y | +262.4% | +463.1% | -200.8% | +63.3% |
| All | +588.9% | +301.0% | +287.9% | +219.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling