+58.1%
CASS vs VOO
+306.9%
-248.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +3.3% | -0.6% | +3.9% | +3.7% |
| 30D | +4.0% | -3.6% | +7.7% | +7.1% |
| 3M | -2.5% | -2.7% | +0.2% | -0.5% |
| 6M | +18.0% | +2.2% | +15.8% | +15.0% |
| YTD | +36.5% | +10.9% | +25.6% | +23.8% |
| 1Y | +38.7% | +11.3% | +27.4% | +25.3% |
| 3Y | +53.4% | +76.9% | -23.5% | -7.7% |
| 5Y | +40.0% | +73.5% | -33.5% | -15.5% |
| 10Y | +58.1% | +307.7% | -249.6% | -56.4% |
| All | +58.1% | +306.9% | -248.8% | -56.4% |
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