+240.8%
CASS vs VOO
+817.1%
-576.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -1.9% | +0.1% | -2.0% | -2.0% |
| 3M | +20.1% | +2.0% | +18.1% | +17.2% |
| 6M | +23.7% | +13.0% | +10.7% | +9.2% |
| YTD | +37.1% | +13.6% | +23.5% | +20.3% |
| 1Y | +32.0% | +20.1% | +12.0% | +9.6% |
| 3Y | +58.4% | +77.6% | -19.2% | -11.1% |
| 5Y | +44.3% | +82.4% | -38.2% | -23.1% |
| 10Y | +61.6% | +316.8% | -255.3% | -66.4% |
| All | +240.8% | +817.1% | -576.3% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling