+462.9%
CASY vs VOO
+315.3%
+147.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -0.5% | -13.8% | -13.9% |
| 7D | -16.5% | -0.4% | -16.2% | -16.3% |
| 30D | -26.4% | -1.4% | -25.0% | -25.7% |
| 3M | -17.3% | +3.7% | -21.0% | -19.7% |
| 6M | -5.2% | +13.0% | -18.2% | -13.3% |
| YTD | +14.1% | +12.4% | +1.6% | +4.6% |
| 1Y | +16.6% | +18.6% | -2.0% | +2.8% |
| 3Y | +163.7% | +78.1% | +85.7% | +73.6% |
| 5Y | +231.3% | +82.3% | +149.0% | +112.1% |
| 10Y | +462.9% | +322.5% | +140.4% | +85.5% |
| All | +462.9% | +315.3% | +147.6% | +85.5% |
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 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