+1,866.7%
CASY vs VOO
+817.1%
+1,049.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -11.3% | +0.1% | -11.4% | -11.4% |
| 3M | -0.6% | +2.0% | -2.7% | -2.6% |
| 6M | +10.7% | +13.0% | -2.3% | +0.9% |
| YTD | +37.1% | +13.6% | +23.5% | +24.3% |
| 1Y | +52.3% | +20.1% | +32.2% | +32.4% |
| 3Y | +215.2% | +77.6% | +137.6% | +104.6% |
| 5Y | +276.5% | +82.4% | +194.0% | +136.4% |
| 10Y | +508.4% | +316.8% | +191.5% | +95.9% |
| All | +1,866.7% | +817.1% | +1,049.6% | +243.7% |
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