-5.2%
VSAT vs CASY
+551.3%
-556.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +0.7% | +15.6% | +16.0% |
| 7D | +0.4% | +3.6% | -3.2% | -1.2% |
| 30D | +3.3% | +7.2% | -3.9% | -0.3% |
| 3M | -7.5% | -16.9% | +9.4% | -1.3% |
| 6M | +6.2% | -19.3% | +25.6% | +12.9% |
| YTD | +115.8% | +25.6% | +90.2% | +87.3% |
| 1Y | +107.7% | +30.2% | +77.5% | +77.1% |
| 3Y | +292.0% | +154.9% | +137.2% | +138.6% |
| 5Y | +35.3% | +252.1% | -216.8% | -31.2% |
| 10Y | -5.2% | +535.8% | -541.0% | -64.4% |
| All | -5.2% | +551.3% | -556.5% | -64.4% |
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