+156.1%
CASY vs VT
+69.4%
+86.7%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.1% | +6.3% | +4.0% |
| 7D | +1.8% | -4.2% | +6.0% | +3.7% |
| 30D | +11.2% | -5.8% | +17.0% | +14.1% |
| 3M | -19.1% | -5.2% | -13.8% | -17.2% |
| 6M | -19.9% | +0.1% | -20.0% | -21.1% |
| YTD | +25.2% | +8.2% | +16.9% | +16.8% |
| 1Y | +31.6% | +10.1% | +21.5% | +21.2% |
| All | +156.1% | +69.4% | +86.7% | +80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling