+317.6%
VOO vs CSCO
+393.0%
-75.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.5% | -1.1% |
| 7D | -0.8% | +2.7% | -3.5% | -2.0% |
| 30D | -1.1% | -9.5% | +8.4% | +3.1% |
| 3M | +3.9% | -7.6% | +11.5% | +6.8% |
| 6M | +13.6% | +44.9% | -31.3% | -7.2% |
| YTD | +12.7% | +47.7% | -35.0% | -9.7% |
| 1Y | +17.6% | +69.1% | -51.5% | -12.5% |
| 3Y | +77.3% | +113.5% | -36.2% | +15.6% |
| 5Y | +84.1% | +122.8% | -38.6% | +15.2% |
| All | +317.6% | +393.0% | -75.4% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSCO.
Daily Out/Under-Performance
Portfolio return minus CSCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSCO 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 CSCO 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