+2.7%
VUG vs CASY
+30.1%
-27.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.8% |
| 7D | +0.5% | +3.6% | -3.1% | +0.6% |
| 30D | -8.2% | +7.2% | -15.4% | -7.9% |
| 3M | -5.4% | -16.9% | +11.5% | -5.9% |
| 6M | -2.5% | -19.3% | +16.8% | -1.6% |
| YTD | +4.2% | +25.6% | -21.4% | +1.1% |
| All | +2.7% | +30.1% | -27.4% | -0.9% |
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 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