+1,718.6%
CASY vs VOO
+795.4%
+923.2%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.2% |
| 7D | +5.0% | -0.6% | +5.6% | +5.2% |
| 30D | +8.2% | -3.6% | +11.8% | +10.6% |
| 3M | -18.2% | -2.7% | -15.4% | -16.9% |
| 6M | -18.6% | +2.2% | -20.8% | -20.7% |
| YTD | +26.8% | +10.9% | +15.9% | +16.5% |
| 1Y | +31.6% | +11.3% | +20.3% | +20.4% |
| 3Y | +156.5% | +76.9% | +79.6% | +66.5% |
| 5Y | +258.6% | +73.5% | +185.1% | +132.9% |
| 10Y | +550.3% | +307.7% | +242.6% | +112.0% |
| All | +1,718.6% | +795.4% | +923.2% | +222.1% |
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