+530.6%
CASY vs VOO
+311.2%
+219.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | +2.5% | +3.3% | -0.8% | +0.4% |
| 30D | +10.2% | -2.7% | +12.9% | +11.9% |
| 3M | -15.7% | -1.7% | -14.0% | -15.0% |
| 6M | -18.4% | +3.1% | -21.5% | -20.8% |
| YTD | +28.3% | +11.9% | +16.3% | +17.6% |
| 1Y | +32.6% | +12.1% | +20.5% | +21.3% |
| 3Y | +159.5% | +78.6% | +80.9% | +70.3% |
| 5Y | +263.9% | +73.8% | +190.1% | +140.9% |
| All | +530.6% | +311.2% | +219.4% | +127.3% |
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