+2,122.6%
VGT vs CASY
+5,062.3%
-2,939.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.3% |
| 7D | -1.6% | +5.8% | -7.4% | -3.2% |
| 30D | -10.1% | +10.7% | -20.8% | -12.9% |
| 3M | -5.3% | -13.9% | +8.6% | -2.0% |
| 6M | +0.2% | -18.4% | +18.7% | +4.0% |
| YTD | +21.1% | +29.6% | -8.5% | +8.6% |
| 1Y | +18.2% | +32.8% | -14.7% | +5.0% |
| 3Y | +107.4% | +162.3% | -54.8% | +46.2% |
| 5Y | +111.5% | +265.0% | -153.5% | +32.7% |
| 10Y | +735.5% | +555.4% | +180.2% | +323.5% |
| All | +2,122.6% | +5,062.3% | -2,939.8% | +442.3% |
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 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