+66.8%
VTRS vs CASY
+16.6%
+50.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -3.3% | -17.2% | +13.9% | -3.1% |
| 30D | +1.4% | -24.4% | +25.7% | +1.6% |
| 3M | +4.6% | -31.4% | +36.0% | +5.0% |
| 6M | +18.1% | -8.9% | +27.0% | +18.1% |
| YTD | +34.7% | +13.8% | +20.8% | +37.3% |
| All | +66.8% | +16.6% | +50.2% | +67.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling