+190.7%
VEU vs CASY
+3,558.0%
-3,367.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.1% | +0.1% | +1.1% | +1.1% |
| 30D | +2.2% | -11.3% | +13.5% | +5.7% |
| 3M | +3.0% | -0.6% | +3.6% | +1.6% |
| 6M | +10.9% | +10.7% | +0.1% | +5.5% |
| YTD | +18.2% | +37.1% | -18.9% | +5.1% |
| 1Y | +28.3% | +52.3% | -24.0% | +10.0% |
| 3Y | +74.6% | +215.2% | -140.6% | +15.5% |
| 5Y | +56.4% | +276.5% | -220.1% | -4.2% |
| 10Y | +153.0% | +508.4% | -355.3% | +25.3% |
| All | +190.7% | +3,558.0% | -3,367.3% | -36.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling