+1,466.8%
VTR vs CASY
+9,367.8%
-7,901.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.0% |
| 7D | +0.2% | +3.6% | -3.4% | -0.8% |
| 30D | +5.5% | +9.1% | -3.6% | +2.9% |
| 3M | -0.9% | -16.5% | +15.6% | +3.5% |
| 6M | -0.4% | -19.7% | +19.3% | +4.4% |
| YTD | +17.0% | +29.3% | -12.2% | +6.6% |
| 1Y | +18.0% | +33.1% | -15.2% | +6.4% |
| 3Y | +127.4% | +158.5% | -31.2% | +65.8% |
| 5Y | +92.3% | +266.7% | -174.4% | +24.4% |
| 10Y | +129.6% | +553.5% | -423.9% | +25.1% |
| All | +1,466.8% | +9,367.8% | -7,901.0% | +306.7% |
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