+107.3%
VGT vs CASY
+159.8%
-52.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.5% |
| 7D | +5.6% | +2.5% | +3.2% | +5.4% |
| 30D | -10.6% | +10.2% | -20.8% | -11.6% |
| 3M | -6.9% | -15.7% | +8.8% | -5.1% |
| 6M | +0.9% | -18.4% | +19.3% | +3.5% |
| YTD | +20.4% | +28.3% | -7.8% | +11.4% |
| 1Y | +17.4% | +32.6% | -15.2% | +7.5% |
| All | +107.3% | +159.8% | -52.5% | +61.4% |
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 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