+73.7%
VTI vs CASY
+234.8%
-161.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -14.2% | +13.7% | +2.1% |
| 7D | -0.4% | -16.5% | +16.2% | +2.8% |
| 30D | -1.6% | -26.4% | +24.8% | +4.0% |
| 3M | +3.6% | -17.3% | +20.9% | +5.9% |
| 6M | +13.0% | -5.2% | +18.2% | +11.2% |
| YTD | +12.7% | +14.1% | -1.4% | +5.6% |
| 1Y | +18.4% | +16.6% | +1.8% | +9.9% |
| 3Y | +76.4% | +163.7% | -87.3% | +25.8% |
| 5Y | +73.7% | +231.3% | -157.6% | +10.9% |
| All | +73.7% | +234.8% | -161.1% | +10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling