+335.7%
CSCO vs VOO
+311.2%
+24.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.6% | +1.6% |
| 7D | +6.6% | +3.3% | +3.3% | +3.3% |
| 30D | -11.3% | -2.7% | -8.7% | -8.7% |
| 3M | -17.3% | -1.7% | -15.6% | -15.7% |
| 6M | +3.5% | +3.1% | +0.4% | +1.0% |
| YTD | +34.9% | +11.9% | +22.9% | +21.7% |
| 1Y | +40.5% | +12.1% | +28.4% | +26.5% |
| 3Y | +109.3% | +78.6% | +30.7% | +18.8% |
| 5Y | +105.9% | +73.8% | +32.1% | +19.3% |
| All | +335.7% | +311.2% | +24.5% | +0.1% |
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