+149.8%
VEU vs CASY
+555.0%
-405.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.2% |
| 7D | +2.1% | +3.6% | -1.5% | +1.3% |
| 30D | -0.9% | +9.1% | -10.0% | -2.8% |
| 3M | -5.4% | -16.5% | +11.1% | -2.1% |
| 6M | -1.8% | -19.7% | +17.9% | +1.8% |
| YTD | +10.9% | +29.3% | -18.3% | +2.0% |
| 1Y | +13.6% | +33.1% | -19.6% | +3.5% |
| 3Y | +69.3% | +158.5% | -89.3% | +27.5% |
| 5Y | +48.1% | +266.7% | -218.6% | -0.5% |
| All | +149.8% | +555.0% | -405.2% | +44.2% |
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