+25.9%
CSCO vs VSH
+92.4%
-66.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.2% | -2.0% | -5.4% |
| 7D | +1.9% | +14.3% | -12.4% | -1.0% |
| 30D | -15.8% | -7.9% | -8.0% | -15.0% |
| 3M | -15.4% | -19.9% | +4.5% | -12.6% |
| 6M | -5.4% | -30.5% | +25.1% | -0.3% |
| YTD | +26.5% | +85.7% | -59.2% | +9.7% |
| 1Y | +25.9% | +98.9% | -73.1% | +7.4% |
| All | +25.9% | +92.4% | -66.6% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling