+567.3%
VRT vs CASY
+250.1%
+317.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.7% | +3.6% |
| 7D | -21.4% | +1.1% | -22.4% | -21.7% |
| 30D | -25.8% | +8.7% | -34.5% | -28.4% |
| 3M | -33.5% | -17.3% | -16.2% | -29.7% |
| 6M | -49.0% | -19.7% | -29.3% | -46.2% |
| YTD | +12.9% | +24.8% | -11.9% | -2.1% |
| 1Y | 0.0% | +31.9% | -31.9% | -15.8% |
| 3Y | +361.8% | +155.4% | +206.4% | +169.8% |
| All | +567.3% | +250.1% | +317.2% | +198.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling