+776.1%
IVV vs CASY
+8,226.9%
-7,450.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +0.1% | -11.3% | +11.4% | +3.2% |
| 3M | +2.0% | -0.6% | +2.6% | +0.8% |
| 6M | +13.0% | +10.7% | +2.3% | +8.1% |
| YTD | +13.6% | +37.1% | -23.5% | +2.1% |
| 1Y | +20.1% | +52.3% | -32.2% | +4.4% |
| 3Y | +77.6% | +215.2% | -137.6% | +22.7% |
| 5Y | +82.5% | +276.5% | -194.0% | +18.5% |
| 10Y | +316.5% | +508.4% | -191.8% | +128.7% |
| All | +776.1% | +8,226.9% | -7,450.8% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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