+805.8%
VOO vs CASY
+1,745.9%
-940.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.6% |
| 7D | -0.6% | +5.0% | -5.6% | -1.9% |
| 30D | -3.6% | +8.2% | -11.8% | -5.7% |
| 3M | -2.7% | -18.2% | +15.4% | +1.9% |
| 6M | +2.2% | -18.6% | +20.8% | +6.1% |
| YTD | +10.9% | +26.8% | -15.9% | +0.8% |
| 1Y | +11.3% | +31.6% | -20.3% | -0.2% |
| 3Y | +76.9% | +156.5% | -79.6% | +26.9% |
| 5Y | +73.5% | +258.6% | -185.1% | +10.4% |
| 10Y | +307.7% | +550.3% | -242.6% | +112.0% |
| All | +805.8% | +1,745.9% | -940.0% | +215.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling