+827.8%
VOO vs CSCO
+712.6%
+115.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | +0.1% | -0.7% | +0.8% | +0.4% |
| 30D | +0.1% | -10.1% | +10.2% | +4.2% |
| 3M | +2.0% | -15.7% | +17.7% | +8.7% |
| 6M | +13.0% | +36.3% | -23.2% | -2.9% |
| YTD | +13.6% | +43.8% | -30.2% | -5.4% |
| 1Y | +20.1% | +63.9% | -43.9% | -5.9% |
| 3Y | +77.6% | +104.4% | -26.8% | +25.0% |
| 5Y | +82.4% | +111.4% | -28.9% | +24.7% |
| 10Y | +316.8% | +361.7% | -44.8% | +104.4% |
| All | +827.8% | +712.6% | +115.2% | +223.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling