+1,174.9%
VSH vs CASY
+33,031.0%
-31,856.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +5.8% |
| 7D | -12.9% | +1.1% | -14.0% | -13.4% |
| 30D | -36.9% | +8.7% | -45.6% | -38.8% |
| 3M | -28.8% | -17.3% | -11.4% | -25.4% |
| 6M | -30.3% | -19.7% | -10.6% | -27.7% |
| YTD | +62.4% | +24.8% | +37.5% | +45.4% |
| 1Y | +62.5% | +31.9% | +30.6% | +42.5% |
| 3Y | +7.4% | +155.4% | -148.0% | -26.2% |
| 5Y | +25.4% | +250.6% | -225.1% | -23.5% |
| 10Y | +102.6% | +556.8% | -454.2% | -1.1% |
| All | +1,174.9% | +33,031.0% | -31,856.2% | +160.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling