+56.1%
VEU vs CASY
+234.8%
-178.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -14.2% | +13.5% | +1.3% |
| 7D | +0.3% | -16.5% | +16.8% | +2.8% |
| 30D | +0.7% | -26.4% | +27.0% | +5.1% |
| 3M | +4.7% | -17.3% | +22.0% | +6.5% |
| 6M | +11.6% | -5.2% | +16.8% | +10.4% |
| YTD | +16.8% | +14.1% | +2.7% | +11.4% |
| 1Y | +24.9% | +16.6% | +8.3% | +18.4% |
| 3Y | +75.7% | +163.7% | -88.0% | +38.9% |
| 5Y | +56.1% | +231.3% | -175.2% | +14.0% |
| All | +56.1% | +234.8% | -178.7% | +14.0% |
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