+32.6%
VO vs CASY
+250.1%
-217.5%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | -2.6% | +1.1% | -3.6% | -2.8% |
| 30D | -0.9% | +8.7% | -9.6% | -2.7% |
| 3M | -3.0% | -17.3% | +14.3% | +0.4% |
| 6M | +2.2% | -19.7% | +21.9% | +6.0% |
| YTD | +10.6% | +24.8% | -14.3% | +1.4% |
| 1Y | +12.5% | +31.9% | -19.4% | +1.4% |
| 3Y | +61.4% | +155.4% | -94.0% | +15.8% |
| All | +32.6% | +250.1% | -217.5% | -19.2% |
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 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