+28.8%
VCIT vs CASY
+505.6%
-476.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -0.8% | -11.3% | +10.6% | -0.6% |
| 3M | -1.0% | -0.6% | -0.4% | -1.1% |
| 6M | -1.8% | +10.7% | -12.6% | -2.2% |
| YTD | -0.7% | +37.1% | -37.8% | -1.5% |
| 1Y | +1.0% | +52.3% | -51.3% | 0.0% |
| 3Y | +18.8% | +215.2% | -196.3% | +15.7% |
| 5Y | +3.5% | +276.5% | -273.0% | +0.4% |
| All | +28.8% | +505.6% | -476.8% | +24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling