+5,393.5%
VRSN vs CASY
+6,674.7%
-1,281.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -0.2% | -11.3% | +11.2% | +4.0% |
| 3M | -0.3% | -0.6% | +0.4% | -1.5% |
| 6M | +23.0% | +10.7% | +12.3% | +16.1% |
| YTD | +21.3% | +37.1% | -15.8% | +5.6% |
| 1Y | +6.7% | +52.3% | -45.6% | -11.0% |
| 3Y | +45.0% | +215.2% | -170.2% | -11.5% |
| 5Y | +35.0% | +276.5% | -241.5% | -24.0% |
| 10Y | +276.3% | +508.4% | -232.0% | +65.6% |
| All | +5,393.5% | +6,674.7% | -1,281.2% | +517.6% |
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