+3,482.5%
VMC vs CASY
+33,031.0%
-29,548.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +0.5% | +1.1% | -0.6% | +0.3% |
| 30D | +15.8% | +8.7% | +7.1% | +13.6% |
| 3M | +0.6% | -17.3% | +17.9% | +4.4% |
| 6M | -4.0% | -19.7% | +15.7% | -0.8% |
| YTD | -0.3% | +24.8% | -25.1% | -6.9% |
| 1Y | -0.5% | +31.9% | -32.4% | -8.4% |
| 3Y | +39.6% | +155.4% | -115.8% | +9.0% |
| 5Y | +50.1% | +250.6% | -200.5% | +8.6% |
| 10Y | +163.9% | +556.8% | -392.9% | +63.5% |
| All | +3,482.5% | +33,031.0% | -29,548.5% | +1,268.3% |
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