+13.6%
VO vs CASY
+30.1%
-16.5%
-8.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.1% | +2.7% |
| 7D | -0.1% | +3.6% | -3.7% | -0.2% |
| 30D | +0.5% | +7.2% | -6.7% | +0.4% |
| 3M | -1.0% | -16.9% | +15.9% | -0.7% |
| 6M | +6.4% | -19.3% | +25.8% | +8.4% |
| YTD | +13.6% | +25.6% | -12.1% | +9.3% |
| All | +13.6% | +30.1% | -16.5% | +8.1% |
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