+41.6%
CASS vs VOO
+72.0%
-30.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.9% |
| 3M | -3.9% | -2.4% | -1.5% | -2.6% |
| 6M | +17.7% | +2.6% | +15.1% | +15.0% |
| YTD | +36.1% | +11.3% | +24.8% | +25.6% |
| 1Y | +43.9% | +13.4% | +30.5% | +31.0% |
| 3Y | +52.9% | +80.3% | -27.4% | +2.2% |
| 5Y | +41.6% | +72.7% | -31.1% | -7.0% |
| All | +41.6% | +72.0% | -30.3% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling