+310.7%
VOO vs CASY
+555.0%
-244.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.1% | -0.6% |
| 7D | +2.6% | +3.6% | -1.0% | +1.7% |
| 30D | -2.0% | +9.1% | -11.0% | -4.3% |
| 3M | -2.8% | -16.5% | +13.7% | +1.3% |
| 6M | +2.2% | -19.7% | +21.9% | +6.6% |
| YTD | +11.5% | +29.3% | -17.7% | +0.4% |
| 1Y | +13.5% | +33.1% | -19.6% | +1.0% |
| 3Y | +78.1% | +158.5% | -80.4% | +25.1% |
| 5Y | +73.1% | +266.7% | -193.6% | +5.8% |
| All | +310.7% | +555.0% | -244.3% | +110.2% |
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 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