+812.9%
VGT vs CASY
+468.0%
+344.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -14.2% | +14.1% | +3.7% |
| 7D | +1.5% | -16.5% | +18.0% | +6.2% |
| 30D | +0.5% | -26.4% | +26.9% | +8.8% |
| 3M | +5.3% | -17.3% | +22.6% | +8.7% |
| 6M | +32.4% | -5.2% | +37.6% | +30.4% |
| YTD | +28.6% | +14.1% | +14.5% | +19.0% |
| 1Y | +37.6% | +16.6% | +21.0% | +25.9% |
| 3Y | +125.5% | +163.7% | -38.2% | +51.9% |
| 5Y | +135.2% | +231.3% | -96.1% | +43.9% |
| 10Y | +812.9% | +462.9% | +350.0% | +363.3% |
| All | +812.9% | +468.0% | +344.9% | +363.3% |
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