+2,110.3%
VGT vs CASY
+5,008.3%
-2,898.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.3% |
| 7D | +5.6% | +2.5% | +3.2% | +4.9% |
| 30D | -10.6% | +10.2% | -20.8% | -13.2% |
| 3M | -6.9% | -15.7% | +8.8% | -3.1% |
| 6M | +0.9% | -18.4% | +19.3% | +4.6% |
| YTD | +20.4% | +28.3% | -7.8% | +8.4% |
| 1Y | +17.4% | +32.6% | -15.2% | +4.3% |
| 3Y | +106.3% | +159.5% | -53.2% | +45.8% |
| 5Y | +107.9% | +263.9% | -156.0% | +30.5% |
| 10Y | +730.9% | +548.5% | +182.4% | +322.5% |
| All | +2,110.3% | +5,008.3% | -2,898.0% | +440.9% |
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