+158.3%
VSAT vs CASY
+42.6%
+115.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.0% | +6.2% | +3.8% |
| 7D | +17.3% | -4.4% | +21.7% | +18.3% |
| 30D | -3.3% | -12.0% | +8.8% | -0.7% |
| 3M | +18.7% | -2.3% | +21.1% | +17.3% |
| 6M | +77.6% | +10.5% | +67.0% | +64.7% |
| YTD | +125.6% | +33.0% | +92.6% | +97.0% |
| 1Y | +158.3% | +41.1% | +117.2% | +109.9% |
| All | +158.3% | +42.6% | +115.7% | +109.9% |
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