+653.8%
VIG vs CASY
+3,799.1%
-3,145.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | +3.5% | +3.6% | -0.1% | +2.5% |
| 30D | +4.9% | +9.1% | -4.1% | +2.4% |
| 3M | +2.5% | -16.5% | +19.0% | +7.0% |
| 6M | +11.0% | -19.7% | +30.7% | +15.9% |
| YTD | +16.0% | +29.3% | -13.3% | +5.1% |
| 1Y | +17.5% | +33.1% | -15.6% | +5.4% |
| 3Y | +67.0% | +158.5% | -91.5% | +20.6% |
| 5Y | +64.8% | +266.7% | -201.9% | +5.6% |
| 10Y | +263.6% | +553.5% | -289.9% | +90.6% |
| All | +653.8% | +3,799.1% | -3,145.3% | +122.4% |
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 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