+73.5%
VOO vs CSCO
+94.4%
-20.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -0.6% | -4.7% | +4.1% | +1.1% |
| 30D | -3.6% | -17.1% | +13.5% | +2.9% |
| 3M | -2.7% | -19.6% | +16.9% | +4.7% |
| 6M | +2.2% | +2.4% | -0.2% | -1.3% |
| YTD | +10.9% | +29.8% | -18.9% | -4.7% |
| 1Y | +11.3% | +38.7% | -27.3% | -7.5% |
| 3Y | +76.9% | +101.3% | -24.4% | +21.4% |
| 5Y | +73.5% | +94.8% | -21.3% | +17.8% |
| All | +73.5% | +94.4% | -20.9% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling