+788.1%
VOO vs CASY
+1,717.2%
-929.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -2.7% | +1.1% | -3.8% | -3.0% |
| 30D | -5.4% | +8.7% | -14.1% | -7.5% |
| 3M | -4.1% | -17.3% | +13.3% | +0.2% |
| 6M | +0.7% | -19.7% | +20.5% | +4.9% |
| YTD | +8.7% | +24.8% | -16.1% | -0.8% |
| 1Y | +11.0% | +31.9% | -20.9% | -0.6% |
| 3Y | +75.5% | +155.4% | -79.9% | +25.9% |
| 5Y | +68.4% | +250.6% | -182.2% | +7.8% |
| 10Y | +315.7% | +556.8% | -241.2% | +115.5% |
| All | +788.1% | +1,717.2% | -929.1% | +210.4% |
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