+73.8%
VLTO vs CASY
+149.3%
-75.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.5% |
| 7D | +13.8% | +0.8% | +13.0% | +13.8% |
| 30D | +21.2% | +9.4% | +11.8% | +20.3% |
| 3M | +21.5% | -20.6% | +42.1% | +23.5% |
| 6M | +33.0% | -20.7% | +53.7% | +35.6% |
| YTD | +17.8% | +22.5% | -4.7% | +11.3% |
| 1Y | +18.1% | +29.5% | -11.4% | +10.5% |
| All | +73.8% | +149.3% | -75.5% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling