+555.4%
CASY price history and return analytics
+224.4%
+331.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +1.5% |
| 7D | +5.8% | -0.7% | +6.5% | +6.1% |
| 30D | +10.7% | -1.7% | +12.4% | +11.7% |
| 3M | -13.9% | -2.3% | -11.6% | -12.8% |
| 6M | -18.4% | +1.5% | -20.0% | -20.1% |
| YTD | +29.6% | +12.0% | +17.6% | +18.2% |
| 1Y | +32.8% | +12.9% | +19.9% | +20.3% |
| 3Y | +162.3% | +74.9% | +87.3% | +72.5% |
| 5Y | +265.0% | +59.9% | +205.1% | +154.5% |
| 10Y | +555.4% | +224.6% | +330.7% | +179.8% |
| All | +555.4% | +224.4% | +331.0% | +179.8% |
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