-88.4%
CAST price history and return analytics
+9.3%
-97.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -2.9% |
| 7D | -20.3% | +2.4% | -22.7% | -25.4% |
| 30D | -0.9% | -1.5% | +0.6% | +2.3% |
| 3M | +6.0% | -4.1% | +10.1% | +16.7% |
| 6M | -25.4% | +0.6% | -25.9% | -29.8% |
| All | -88.4% | +9.3% | -97.7% | -90.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling