+27.1%
V vs CASY
+30.1%
-3.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -0.8% | +3.6% | -4.4% | -0.8% |
| 30D | +9.5% | +7.2% | +2.3% | +9.5% |
| 3M | +16.7% | -16.9% | +33.6% | +16.6% |
| 6M | +32.9% | -19.3% | +52.3% | +33.4% |
| YTD | +21.1% | +25.6% | -4.5% | +14.0% |
| All | +27.1% | +30.1% | -3.0% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling