+2,871.3%
VIAV vs CASY
+18,542.8%
-15,671.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.8% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | -10.4% | -11.3% | +1.0% | -6.0% |
| 3M | -34.5% | -0.6% | -33.8% | -35.7% |
| 6M | +7.0% | +10.7% | -3.8% | +0.6% |
| YTD | +95.6% | +37.1% | +58.5% | +67.8% |
| 1Y | +197.2% | +52.3% | +144.9% | +142.2% |
| 3Y | +232.0% | +215.2% | +16.8% | +89.3% |
| 5Y | +102.2% | +276.5% | -174.3% | +4.5% |
| 10Y | +344.6% | +508.4% | -163.7% | +74.6% |
| All | +2,871.3% | +18,542.8% | -15,671.4% | +200.5% |
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