+31.6%
CASY vs VT
+10.7%
+20.9%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.1% | +6.3% | +2.0% |
| 7D | +1.8% | -4.2% | +6.0% | +1.6% |
| 30D | +11.2% | -5.8% | +17.0% | +10.9% |
| 3M | -19.1% | -5.2% | -13.8% | -19.3% |
| 6M | -19.9% | +0.1% | -20.0% | -21.0% |
| YTD | +25.2% | +8.2% | +16.9% | +18.3% |
| 1Y | +31.6% | +10.1% | +21.5% | +24.4% |
| All | +31.6% | +10.7% | +20.9% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling