+897.3%
VST vs CIEN
+979.6%
-82.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -15.2% | +9.1% | -1.1% |
| 7D | -19.9% | -34.0% | +14.0% | -8.4% |
| 30D | -29.7% | -48.0% | +18.3% | -13.3% |
| 3M | -19.6% | -43.5% | +24.0% | -4.7% |
| 6M | -29.4% | -57.6% | +28.2% | -10.0% |
| YTD | -29.7% | -1.3% | -28.4% | -34.5% |
| 1Y | -40.0% | +17.9% | -57.9% | -47.9% |
| 3Y | +231.0% | +425.8% | -194.8% | +84.8% |
| 5Y | +500.1% | +281.5% | +218.6% | +248.5% |
| 10Y | +1,004.2% | +1,099.0% | -94.8% | +413.2% |
| All | +897.3% | +979.6% | -82.2% | +355.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling