+918.2%
VZ vs CASY
+33,122.1%
-32,203.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.4% |
| 7D | +5.6% | +1.8% | +3.8% | +5.4% |
| 30D | +1.9% | +11.2% | -9.3% | +0.5% |
| 3M | +0.8% | -19.1% | +19.9% | +3.2% |
| 6M | +0.6% | -19.9% | +20.5% | +2.8% |
| YTD | +20.8% | +25.2% | -4.4% | +16.4% |
| 1Y | +23.9% | +31.6% | -7.7% | +18.6% |
| 3Y | +55.7% | +155.4% | -99.7% | +35.7% |
| 5Y | +21.5% | +251.5% | -230.0% | +0.9% |
| 10Y | +68.5% | +558.6% | -490.2% | +27.1% |
| All | +918.2% | +33,122.1% | -32,203.9% | +507.6% |
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