+769.3%
VST vs CIEN
+465.8%
+303.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.1% |
| 7D | +8.9% | -15.2% | +24.1% | +15.3% |
| 30D | +6.2% | -21.5% | +27.7% | +14.8% |
| 3M | -2.7% | -40.1% | +37.3% | +15.1% |
| 6M | -8.4% | -6.6% | -1.8% | -12.9% |
| YTD | -7.2% | +37.3% | -44.5% | -26.4% |
| 1Y | -20.9% | +174.5% | -195.4% | -54.6% |
| 3Y | +384.0% | +562.3% | -178.3% | +104.0% |
| All | +769.3% | +465.8% | +303.5% | +267.0% |
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