+61.6%
CASS price history and return analytics
+223.7%
-162.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.4% | -0.1% |
| 7D | +2.4% | +0.4% | +2.1% | +2.0% |
| 30D | +3.7% | -2.6% | +6.3% | +6.0% |
| 3M | -3.9% | -3.2% | -0.7% | -1.3% |
| 6M | +17.7% | +0.9% | +16.8% | +15.6% |
| YTD | +36.1% | +11.3% | +24.8% | +21.7% |
| 1Y | +43.9% | +14.0% | +29.9% | +25.8% |
| 3Y | +52.9% | +75.8% | -22.9% | -11.1% |
| 5Y | +41.6% | +57.8% | -16.2% | -9.5% |
| 10Y | +61.6% | +219.8% | -158.2% | -44.0% |
| All | +61.6% | +223.7% | -162.1% | -44.0% |
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