+66.6%
CSCO vs VRT
+131.6%
-65.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.5% |
| 7D | -0.5% | +13.6% | -14.1% | -2.4% |
| 30D | -10.1% | +6.8% | -16.9% | -11.0% |
| 3M | -11.7% | -3.2% | -8.5% | -12.0% |
| 6M | +40.1% | +20.3% | +19.8% | +36.4% |
| YTD | +43.8% | +79.6% | -35.8% | +35.3% |
| 1Y | +66.6% | +139.0% | -72.4% | +50.0% |
| All | +66.6% | +131.6% | -65.0% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VRT 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling