+1,481.1%
VTR vs CASY
+9,943.3%
-8,462.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -2.4% | -11.3% | +8.9% | +0.8% |
| 3M | +14.8% | -0.6% | +15.4% | +13.9% |
| 6M | +5.3% | +10.7% | -5.4% | +1.0% |
| YTD | +18.1% | +37.1% | -19.0% | +6.4% |
| 1Y | +36.7% | +52.3% | -15.6% | +19.2% |
| 3Y | +130.1% | +215.2% | -85.1% | +58.9% |
| 5Y | +89.5% | +276.5% | -187.0% | +22.3% |
| 10Y | +87.4% | +508.4% | -421.0% | +4.3% |
| All | +1,481.1% | +9,943.3% | -8,462.2% | +305.9% |
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 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