+150.2%
VSAT vs CASY
+51.2%
+99.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.1% |
| 7D | +11.8% | +0.1% | +11.7% | +11.7% |
| 30D | -7.0% | -11.3% | +4.3% | -4.7% |
| 3M | +3.3% | -0.6% | +3.9% | +2.3% |
| 6M | +57.4% | +10.7% | +46.7% | +47.2% |
| YTD | +118.6% | +37.1% | +81.4% | +90.6% |
| 1Y | +150.2% | +52.3% | +97.9% | +91.3% |
| All | +150.2% | +51.2% | +99.0% | +91.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling