+77.1%
VEU vs CASY
+209.8%
-132.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | -0.1% |
| 7D | +1.7% | -4.4% | +6.0% | +2.1% |
| 30D | +1.0% | -12.0% | +13.0% | +2.3% |
| 3M | +5.6% | -2.3% | +8.0% | +5.0% |
| 6M | +13.7% | +10.5% | +3.1% | +10.7% |
| YTD | +17.7% | +33.0% | -15.3% | +11.4% |
| 1Y | +25.8% | +41.1% | -15.4% | +17.7% |
| 3Y | +77.1% | +207.5% | -130.4% | +52.5% |
| All | +77.1% | +209.8% | -132.7% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling