-33.3%
VRSK vs CASY
+16.6%
-49.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -7.7% | -17.2% | +9.5% | -8.5% |
| 30D | -2.8% | -24.4% | +21.5% | -4.1% |
| 3M | -3.7% | -31.4% | +27.7% | -5.4% |
| 6M | -12.8% | -8.9% | -3.9% | -13.8% |
| YTD | -21.0% | +13.8% | -34.8% | -25.1% |
| All | -33.3% | +16.6% | -49.9% | -37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling