+46.5%
VTRS vs CASY
+230.5%
-184.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -3.3% | -17.2% | +13.9% | -0.3% |
| 30D | +1.4% | -24.4% | +25.7% | +6.1% |
| 3M | +4.6% | -31.4% | +36.0% | +11.3% |
| 6M | +18.1% | -8.9% | +27.0% | +17.9% |
| YTD | +34.7% | +13.8% | +20.8% | +27.8% |
| 1Y | +65.6% | +17.0% | +48.7% | +55.7% |
| 3Y | +83.8% | +163.1% | -79.3% | +37.5% |
| 5Y | +46.5% | +239.0% | -192.5% | -1.9% |
| All | +46.5% | +230.5% | -184.1% | -1.9% |
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 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