+67.8%
VTV vs CASY
+163.7%
-95.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -14.2% | +13.9% | +1.1% |
| 7D | -0.7% | -16.5% | +15.9% | +1.1% |
| 30D | -0.5% | -26.4% | +25.9% | +2.6% |
| 3M | +5.3% | -17.3% | +22.6% | +6.6% |
| 6M | +12.9% | -5.2% | +18.1% | +11.7% |
| YTD | +18.5% | +14.1% | +4.4% | +13.9% |
| 1Y | +25.3% | +16.6% | +8.7% | +19.8% |
| All | +67.8% | +163.7% | -95.9% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling