+3,181.3%
CASY vs VT
+363.9%
+2,817.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.3% |
| 7D | +0.8% | -0.3% | +1.1% | +1.0% |
| 30D | +9.4% | -1.4% | +10.9% | +10.3% |
| 3M | -20.6% | -1.4% | -19.2% | -20.0% |
| 6M | -20.7% | +5.5% | -26.2% | -24.1% |
| YTD | +22.5% | +12.8% | +9.7% | +12.1% |
| 1Y | +29.5% | +15.4% | +14.0% | +16.6% |
| 3Y | +150.0% | +76.9% | +73.1% | +69.1% |
| 5Y | +248.6% | +60.4% | +188.2% | +148.8% |
| 10Y | +544.6% | +232.8% | +311.8% | +181.7% |
| All | +3,181.3% | +363.9% | +2,817.5% | +1,088.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling