+160.2%
VXUS vs CASY
+1,722.5%
-1,562.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -1.8% | +1.1% | -2.9% | -2.0% |
| 30D | -4.6% | +8.7% | -13.3% | -6.5% |
| 3M | -6.1% | -17.3% | +11.2% | -2.5% |
| 6M | -4.9% | -19.7% | +14.8% | -1.4% |
| YTD | +8.1% | +24.8% | -16.8% | -0.1% |
| 1Y | +12.1% | +31.9% | -19.8% | +2.0% |
| 3Y | +63.9% | +155.4% | -91.5% | +23.0% |
| 5Y | +43.1% | +250.6% | -207.4% | -3.1% |
| 10Y | +139.2% | +556.8% | -417.6% | +32.4% |
| All | +160.2% | +1,722.5% | -1,562.2% | -10.6% |
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