+275.8%
VRSN vs CASY
+549.1%
-273.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.0% | -0.4% | -2.6% |
| 7D | -2.1% | -4.4% | +2.2% | -1.0% |
| 30D | -3.9% | -12.0% | +8.1% | -0.7% |
| 3M | -0.1% | -2.3% | +2.2% | -0.6% |
| 6M | +16.4% | +10.5% | +5.9% | +11.5% |
| YTD | +17.2% | +33.0% | -15.8% | +6.2% |
| 1Y | +1.0% | +41.1% | -40.2% | -10.3% |
| 3Y | +39.1% | +207.5% | -168.4% | -5.9% |
| 5Y | +29.0% | +290.7% | -261.7% | -20.4% |
| 10Y | +275.8% | +556.5% | -280.6% | +96.1% |
| All | +275.8% | +549.1% | -273.2% | +96.1% |
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