+114.0%
CSCO vs VOO
+82.3%
+31.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.4% |
| 7D | -0.5% | +0.5% | -1.1% | -1.0% |
| 30D | -10.1% | -0.9% | -9.2% | -9.4% |
| 3M | -11.7% | +3.9% | -15.6% | -14.6% |
| 6M | +40.1% | +14.5% | +25.6% | +25.0% |
| YTD | +43.8% | +13.0% | +30.8% | +30.1% |
| 1Y | +66.6% | +19.4% | +47.2% | +43.8% |
| 3Y | +108.5% | +78.9% | +29.6% | +28.6% |
| 5Y | +114.0% | +82.3% | +31.7% | +27.7% |
| All | +114.0% | +82.3% | +31.6% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling