+88.1%
CSCO vs VT
+53.4%
+34.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.2% |
| 7D | -10.2% | -2.3% | -7.9% | -8.2% |
| 30D | -20.1% | -5.0% | -15.1% | -16.3% |
| 3M | -22.4% | -4.9% | -17.5% | -18.8% |
| 6M | +2.8% | -1.5% | +4.3% | +4.6% |
| YTD | +23.6% | +8.5% | +15.1% | +16.0% |
| 1Y | +34.0% | +11.4% | +22.7% | +23.0% |
| 3Y | +89.3% | +70.1% | +19.2% | +22.4% |
| All | +88.1% | +53.4% | +34.7% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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