+2,267.4%
VGT vs CASY
+5,360.6%
-3,093.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +1.3% | -11.3% | +12.6% | +4.7% |
| 3M | -1.1% | -0.6% | -0.5% | -2.5% |
| 6M | +32.6% | +10.7% | +21.9% | +26.1% |
| YTD | +29.0% | +37.1% | -8.1% | +14.7% |
| 1Y | +39.7% | +52.3% | -12.6% | +19.7% |
| 3Y | +120.9% | +215.2% | -94.3% | +47.7% |
| 5Y | +133.6% | +276.5% | -142.9% | +46.2% |
| 10Y | +792.6% | +508.4% | +284.2% | +365.2% |
| All | +2,267.4% | +5,360.6% | -3,093.2% | +472.6% |
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