+535.8%
CASY price history and return analytics
+223.7%
+312.2%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -2.0% | -1.1% |
| 7D | +3.6% | +0.4% | +3.2% | +3.1% |
| 30D | +7.2% | -2.6% | +9.8% | +8.8% |
| 3M | -16.9% | -3.2% | -13.7% | -15.4% |
| 6M | -19.3% | +0.9% | -20.3% | -20.7% |
| YTD | +25.6% | +11.3% | +14.3% | +15.0% |
| 1Y | +30.2% | +14.0% | +16.1% | +17.0% |
| 3Y | +154.9% | +75.8% | +79.0% | +67.0% |
| 5Y | +252.1% | +57.8% | +194.3% | +147.8% |
| 10Y | +535.8% | +219.8% | +316.0% | +175.8% |
| All | +535.8% | +223.7% | +312.2% | +175.8% |
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