+237.5%
VIK vs CASY
+132.4%
+105.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +3.4% |
| 7D | +3.6% | -4.4% | +7.9% | +4.7% |
| 30D | -16.7% | -12.0% | -4.7% | -14.1% |
| 3M | -1.1% | -2.3% | +1.3% | -2.2% |
| 6M | +27.8% | +10.5% | +17.3% | +20.1% |
| YTD | +23.3% | +33.0% | -9.7% | +8.1% |
| 1Y | +38.2% | +41.1% | -3.0% | +18.1% |
| All | +237.5% | +132.4% | +105.0% | +154.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling