+43.8%
CASS price history and return analytics
+222.7%
-178.9%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | +1.9% | +2.9% | -1.0% | -0.7% |
| 30D | +3.0% | -2.5% | +5.5% | +5.2% |
| 3M | -4.0% | -3.3% | -0.6% | -1.3% |
| 6M | +21.7% | +1.5% | +20.2% | +18.9% |
| YTD | +35.9% | +11.4% | +24.6% | +21.4% |
| 1Y | +36.1% | +11.9% | +24.2% | +20.9% |
| 3Y | +52.8% | +73.9% | -21.1% | -10.3% |
| 5Y | +41.2% | +57.9% | -16.7% | -9.9% |
| All | +43.8% | +222.7% | -178.9% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling