+943.1%
VTI vs CASY
+7,156.5%
-6,213.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | +3.4% | +2.5% | +0.9% | +2.6% |
| 30D | -2.3% | +10.2% | -12.5% | -5.1% |
| 3M | -2.2% | -15.7% | +13.5% | +1.9% |
| 6M | +3.3% | -18.4% | +21.6% | +7.2% |
| YTD | +12.1% | +28.3% | -16.2% | +1.3% |
| 1Y | +12.2% | +32.6% | -20.3% | +0.2% |
| 3Y | +78.0% | +159.5% | -81.5% | +26.9% |
| 5Y | +65.2% | +263.9% | -198.7% | +4.7% |
| 10Y | +292.2% | +548.5% | -256.3% | +101.6% |
| All | +943.1% | +7,156.5% | -6,213.4% | +114.5% |
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