+98.1%
CSCO vs VLTO
+56.3%
+41.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -4.7% | +1.6% | -6.3% | -5.0% |
| 30D | -17.1% | +22.0% | -39.1% | -20.5% |
| 3M | -19.6% | +21.9% | -41.5% | -23.0% |
| 6M | +2.4% | +36.5% | -34.1% | -5.2% |
| YTD | +29.8% | +19.0% | +10.8% | +25.4% |
| 1Y | +38.7% | +21.0% | +17.7% | +33.0% |
| 3Y | +101.3% | +69.9% | +31.5% | +77.5% |
| All | +98.1% | +56.3% | +41.8% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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