+52.9%
CASS vs VOO
+78.4%
-25.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | +0.7% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +3.7% | -3.3% | +7.1% | +6.0% |
| 3M | -3.9% | -2.4% | -1.5% | -2.5% |
| 6M | +17.7% | +2.6% | +15.1% | +14.8% |
| YTD | +36.1% | +11.3% | +24.8% | +24.5% |
| 1Y | +43.9% | +13.4% | +30.5% | +29.5% |
| 3Y | +52.9% | +80.3% | -27.4% | -14.5% |
| All | +52.9% | +78.4% | -25.5% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling