+359.9%
CSCO vs VTV
+232.1%
+127.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.1% |
| 7D | -1.1% | -2.1% | +1.0% | +1.0% |
| 30D | -10.8% | -1.3% | -9.5% | -9.6% |
| 3M | -9.2% | +5.6% | -14.9% | -14.2% |
| 6M | +39.5% | +12.4% | +27.2% | +24.0% |
| YTD | +41.5% | +17.6% | +23.9% | +20.2% |
| 1Y | +61.0% | +23.5% | +37.5% | +29.9% |
| 3Y | +105.2% | +67.0% | +38.2% | +21.6% |
| 5Y | +113.4% | +80.5% | +32.9% | +16.9% |
| All | +359.9% | +232.1% | +127.8% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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