+69.6%
VXUS vs CASY
+162.5%
-92.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +0.7% |
| 7D | -0.5% | +5.8% | -6.3% | -1.1% |
| 30D | -1.2% | +10.7% | -11.9% | -2.2% |
| 3M | -3.8% | -13.9% | +10.0% | -2.4% |
| 6M | -1.7% | -18.4% | +16.8% | +0.6% |
| YTD | +11.4% | +29.6% | -18.2% | +5.2% |
| 1Y | +13.3% | +32.8% | -19.5% | +6.4% |
| All | +69.6% | +162.5% | -92.9% | +42.7% |
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 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