+114.8%
CSCO vs VGT
+134.3%
-19.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.5% |
| 6M | +44.9% | +32.4% | +12.5% | +24.7% |
| YTD | +44.1% | +28.6% | +15.5% | +26.0% |
| 1Y | +65.9% | +37.6% | +28.2% | +39.6% |
| 3Y | +109.0% | +125.5% | -16.5% | +33.1% |
| 5Y | +114.8% | +135.2% | -20.4% | +27.5% |
| All | +114.8% | +134.3% | -19.5% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling