+187.0%
VSAT vs CASY
+215.7%
-28.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -3.8% |
| 3M | +3.3% | -0.6% | +3.9% | +1.8% |
| 6M | +57.4% | +10.7% | +46.7% | +49.2% |
| YTD | +118.6% | +37.1% | +81.4% | +92.0% |
| 1Y | +150.2% | +52.3% | +97.9% | +111.4% |
| All | +187.0% | +215.7% | -28.7% | +100.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling