+377.3%
CSCO vs VOO
+315.3%
+62.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | 0.0% | -0.4% | +0.3% | +0.3% |
| 30D | -10.7% | -1.4% | -9.3% | -9.6% |
| 3M | -8.7% | +3.7% | -12.5% | -12.0% |
| 6M | +44.9% | +13.0% | +31.9% | +28.8% |
| YTD | +44.1% | +12.4% | +31.7% | +29.0% |
| 1Y | +65.9% | +18.6% | +47.3% | +40.8% |
| 3Y | +109.0% | +78.1% | +31.0% | +18.5% |
| 5Y | +114.8% | +82.3% | +32.5% | +17.8% |
| 10Y | +377.3% | +322.5% | +54.8% | +6.7% |
| All | +377.3% | +315.3% | +62.0% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling