+310.7%
VOO vs CSCO
+307.7%
+3.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.2% | +5.9% | +2.4% |
| 7D | +2.6% | +1.9% | +0.7% | +1.5% |
| 30D | -2.0% | -15.8% | +13.9% | +5.5% |
| 3M | -2.8% | -15.4% | +12.6% | +4.1% |
| 6M | +2.2% | -5.4% | +7.6% | +1.9% |
| YTD | +11.5% | +26.5% | -14.9% | -4.8% |
| 1Y | +13.5% | +25.9% | -12.4% | -2.9% |
| 3Y | +78.1% | +97.5% | -19.5% | +18.9% |
| 5Y | +73.1% | +93.0% | -19.9% | +14.9% |
| All | +310.7% | +307.7% | +3.0% | +93.4% |
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