+183.8%
VXUS vs CASY
+1,902.0%
-1,718.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +2.2% | -11.3% | +13.5% | +5.0% |
| 3M | +3.0% | -0.6% | +3.6% | +1.9% |
| 6M | +10.7% | +10.7% | -0.1% | +6.3% |
| YTD | +17.8% | +37.1% | -19.3% | +7.1% |
| 1Y | +27.6% | +52.3% | -24.7% | +12.5% |
| 3Y | +73.3% | +215.2% | -141.9% | +23.6% |
| 5Y | +54.3% | +276.5% | -222.2% | +3.3% |
| 10Y | +149.8% | +508.4% | -358.5% | +42.1% |
| All | +183.8% | +1,902.0% | -1,718.1% | -4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling