+28.9%
VCIT vs CASY
+553.2%
-524.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | +0.1% | +1.1% | -1.0% | +0.1% |
| 30D | +1.9% | +8.7% | -6.8% | +1.8% |
| 3M | -1.4% | -17.3% | +15.9% | -1.1% |
| 6M | -2.1% | -19.7% | +17.6% | -1.8% |
| YTD | -1.6% | +24.8% | -26.5% | -2.3% |
| 1Y | -0.9% | +31.9% | -32.8% | -1.7% |
| 3Y | +20.0% | +155.4% | -135.4% | +17.3% |
| 5Y | +3.1% | +250.6% | -247.4% | +0.2% |
| All | +28.9% | +553.2% | -524.3% | +25.5% |
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