+550.3%
CASY price history and return analytics
+217.6%
+332.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | +5.0% | -0.1% | +5.1% | +4.9% |
| 30D | +8.2% | -3.1% | +11.2% | +10.1% |
| 3M | -18.2% | -3.5% | -14.7% | -16.5% |
| 6M | -18.6% | +0.5% | -19.1% | -19.7% |
| YTD | +26.8% | +10.8% | +16.0% | +16.4% |
| 1Y | +31.6% | +11.9% | +19.7% | +19.9% |
| 3Y | +156.5% | +73.0% | +83.5% | +70.0% |
| 5Y | +258.6% | +58.6% | +200.0% | +151.3% |
| 10Y | +550.3% | +219.2% | +331.1% | +185.6% |
| All | +550.3% | +217.6% | +332.6% | +185.6% |
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 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