+960.3%
VTI vs CASY
+7,656.9%
-6,696.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | 0.0% | -11.3% | +11.4% | +3.4% |
| 3M | +2.0% | -0.6% | +2.6% | +0.7% |
| 6M | +13.0% | +10.7% | +2.2% | +7.7% |
| YTD | +13.9% | +37.1% | -23.2% | +1.7% |
| 1Y | +20.0% | +52.3% | -32.3% | +3.4% |
| 3Y | +75.8% | +215.2% | -139.4% | +18.6% |
| 5Y | +73.8% | +276.5% | -202.6% | +9.8% |
| 10Y | +297.5% | +508.4% | -210.9% | +109.3% |
| All | +960.3% | +7,656.9% | -6,696.6% | +115.3% |
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