+438.3%
CSCO vs VEA
+155.2%
+283.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.8% |
| 7D | +6.6% | +1.8% | +4.8% | +5.1% |
| 30D | -11.3% | -0.9% | -10.5% | -10.5% |
| 3M | -17.3% | -5.0% | -12.3% | -13.6% |
| 6M | +3.5% | 0.0% | +3.5% | +3.5% |
| YTD | +34.9% | +12.2% | +22.7% | +22.0% |
| 1Y | +40.5% | +14.7% | +25.8% | +24.7% |
| 3Y | +109.3% | +73.2% | +36.1% | +31.4% |
| 5Y | +105.9% | +53.7% | +52.2% | +41.1% |
| 10Y | +335.8% | +159.3% | +176.6% | +94.8% |
| All | +438.3% | +155.2% | +283.1% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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