+150.6%
CASY vs VT
+76.6%
+74.1%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.6% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +9.4% | -1.4% | +10.9% | +10.1% |
| 3M | -20.6% | -1.4% | -19.2% | -20.1% |
| 6M | -20.7% | +5.5% | -26.2% | -23.8% |
| YTD | +22.5% | +12.8% | +9.7% | +12.3% |
| 1Y | +29.5% | +15.4% | +14.0% | +16.7% |
| All | +150.6% | +76.6% | +74.1% | +73.2% |
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