+65.6%
CASS vs VOO
+315.3%
-249.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | -1.0% | -0.4% | -0.6% | -0.7% |
| 30D | -2.7% | -1.4% | -1.4% | -1.6% |
| 3M | +15.2% | +3.7% | +11.5% | +11.3% |
| 6M | +25.8% | +13.0% | +12.8% | +12.6% |
| YTD | +36.1% | +12.4% | +23.6% | +22.3% |
| 1Y | +33.5% | +18.6% | +14.9% | +14.4% |
| 3Y | +63.3% | +78.1% | -14.8% | -2.2% |
| 5Y | +49.2% | +82.3% | -33.1% | -14.0% |
| 10Y | +65.6% | +322.5% | -257.0% | -60.2% |
| All | +65.6% | +315.3% | -249.7% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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