+313.7%
VOO vs CSCO
+336.5%
-22.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.1% |
| 7D | -0.9% | -2.8% | +1.8% | +0.2% |
| 30D | -2.3% | -12.6% | +10.3% | +3.5% |
| 3M | -1.2% | -16.0% | +14.8% | +6.0% |
| 6M | +3.3% | +2.8% | +0.5% | -0.7% |
| YTD | +12.3% | +33.2% | -20.9% | -6.2% |
| 1Y | +12.5% | +43.1% | -30.6% | -9.6% |
| 3Y | +79.2% | +106.7% | -27.5% | +17.4% |
| 5Y | +75.7% | +103.6% | -27.9% | +13.9% |
| 10Y | +313.7% | +330.5% | -16.8% | +90.4% |
| All | +313.7% | +336.5% | -22.8% | +90.4% |
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