+443.5%
VRTX vs CASY
+549.1%
-105.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.0% | -0.2% | -2.5% |
| 7D | -3.4% | -4.4% | +0.9% | -2.4% |
| 30D | +6.6% | -12.0% | +18.7% | +9.7% |
| 3M | +19.4% | -2.3% | +21.7% | +18.5% |
| 6M | +15.8% | +10.5% | +5.3% | +11.1% |
| YTD | +16.7% | +33.0% | -16.4% | +6.5% |
| 1Y | +33.8% | +41.1% | -7.3% | +19.8% |
| 3Y | +54.2% | +207.5% | -153.3% | +8.3% |
| 5Y | +176.4% | +290.7% | -114.3% | +78.5% |
| 10Y | +443.5% | +556.5% | -113.0% | +182.4% |
| All | +443.5% | +549.1% | -105.5% | +182.4% |
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 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