-15.3%
VCLT vs CASY
+274.3%
-289.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +2.9% | +0.1% |
| 7D | +0.3% | -4.4% | +4.7% | +0.6% |
| 30D | -0.6% | -12.0% | +11.5% | +0.2% |
| 3M | -2.2% | -2.3% | +0.1% | -2.5% |
| 6M | -2.9% | +10.5% | -13.4% | -4.2% |
| YTD | -2.1% | +33.0% | -35.1% | -4.8% |
| 1Y | -2.6% | +41.1% | -43.7% | -5.9% |
| 3Y | +12.5% | +207.5% | -195.0% | -0.3% |
| 5Y | -15.3% | +290.7% | -306.0% | -26.9% |
| All | -15.3% | +274.3% | -289.6% | -26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling