+50.0%
VG vs CASY
+32.0%
+18.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -22.0% | +1.1% | -23.1% | -22.1% |
| 30D | -11.6% | +8.7% | -20.3% | -12.5% |
| 3M | -14.9% | -17.3% | +2.4% | -12.4% |
| 6M | -3.5% | -19.7% | +16.2% | -4.4% |
| YTD | +70.0% | +24.8% | +45.1% | +71.6% |
| 1Y | +50.0% | +31.9% | +18.1% | +54.5% |
| All | +50.0% | +32.0% | +18.0% | +54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling