+688.8%
VRT vs CASY
+261.5%
+427.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.6% | +1.8% |
| 7D | +18.6% | +2.5% | +16.1% | +17.8% |
| 30D | -11.7% | +10.2% | -21.9% | -15.0% |
| 3M | -27.3% | -15.7% | -11.6% | -23.4% |
| 6M | -42.9% | -18.4% | -24.5% | -39.9% |
| YTD | +29.5% | +28.3% | +1.2% | +11.4% |
| 1Y | +21.0% | +32.6% | -11.5% | +2.2% |
| 3Y | +403.1% | +159.5% | +243.6% | +193.4% |
| 5Y | +688.8% | +263.9% | +424.9% | +248.5% |
| All | +688.8% | +261.5% | +427.3% | +248.5% |
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