+294.5%
VTI vs CASY
+464.4%
-169.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -2.0% | -17.2% | +15.2% | +2.7% |
| 30D | -1.9% | -24.4% | +22.4% | +5.1% |
| 3M | +4.5% | -31.4% | +35.9% | +14.7% |
| 6M | +12.6% | -8.9% | +21.5% | +12.5% |
| YTD | +12.0% | +13.8% | -1.8% | +4.3% |
| 1Y | +17.3% | +17.0% | +0.4% | +8.0% |
| 3Y | +75.3% | +163.1% | -87.8% | +20.6% |
| 5Y | +74.0% | +239.0% | -165.0% | +8.0% |
| All | +294.5% | +464.4% | -169.9% | +107.8% |
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