+108.4%
CSCO vs VGT
+123.6%
-15.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | 0.0% | +1.5% | -1.5% | -0.8% |
| 30D | -10.7% | +0.5% | -11.3% | -11.1% |
| 3M | -8.7% | +5.3% | -14.0% | -11.4% |
| 6M | +44.9% | +32.4% | +12.5% | +25.4% |
| YTD | +44.1% | +28.6% | +15.5% | +26.6% |
| 1Y | +65.9% | +37.6% | +28.2% | +40.6% |
| All | +108.4% | +123.6% | -15.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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