+94.4%
VTR vs CASY
+265.4%
-171.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.3% |
| 7D | +1.4% | +5.8% | -4.5% | +0.4% |
| 30D | +8.2% | +10.7% | -2.5% | +6.4% |
| 3M | +4.6% | -13.9% | +18.5% | +7.0% |
| 6M | +4.3% | -18.4% | +22.8% | +7.4% |
| YTD | +19.0% | +29.6% | -10.6% | +11.9% |
| 1Y | +21.6% | +32.8% | -11.2% | +13.8% |
| 3Y | +132.2% | +162.3% | -30.1% | +88.2% |
| 5Y | +94.4% | +265.0% | -170.6% | +45.4% |
| All | +94.4% | +265.4% | -171.0% | +45.4% |
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