+322.5%
VOO vs CASY
+468.0%
-145.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -14.2% | +13.8% | +3.2% |
| 7D | -0.4% | -16.5% | +16.2% | +4.1% |
| 30D | -1.4% | -26.4% | +25.0% | +6.3% |
| 3M | +3.7% | -17.3% | +21.0% | +7.1% |
| 6M | +13.0% | -5.2% | +18.2% | +11.6% |
| YTD | +12.4% | +14.1% | -1.6% | +4.8% |
| 1Y | +18.6% | +16.6% | +2.0% | +9.4% |
| 3Y | +78.1% | +163.7% | -85.7% | +22.8% |
| 5Y | +82.3% | +231.3% | -149.0% | +14.5% |
| 10Y | +322.5% | +462.9% | -140.4% | +123.6% |
| All | +322.5% | +468.0% | -145.5% | +123.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling