+91.5%
CSCO vs VGT
+103.7%
-12.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.7% | -4.6% | -5.3% |
| 7D | +1.9% | +2.5% | -0.6% | +0.6% |
| 30D | -15.8% | -9.5% | -6.3% | -11.0% |
| 3M | -15.4% | -9.5% | -5.9% | -10.5% |
| 6M | -5.4% | -1.8% | -3.6% | -4.3% |
| YTD | +26.5% | +18.4% | +8.1% | +15.9% |
| 1Y | +25.9% | +18.7% | +7.1% | +15.2% |
| 3Y | +97.5% | +103.8% | -6.3% | +33.2% |
| All | +91.5% | +103.7% | -12.2% | +24.1% |
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