+14.5%
VO vs CASY
+42.6%
-28.1%
-8.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | -0.5% |
| 7D | +0.6% | -4.4% | +5.0% | +0.7% |
| 30D | -1.1% | -12.0% | +11.0% | -0.8% |
| 3M | +4.5% | -2.3% | +6.9% | +4.1% |
| 6M | +11.1% | +10.5% | +0.5% | +8.7% |
| YTD | +13.5% | +33.0% | -19.5% | +9.5% |
| 1Y | +14.5% | +41.1% | -26.7% | +9.2% |
| All | +14.5% | +42.6% | -28.1% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling