+155.4%
CASY price history and return analytics
+69.7%
+85.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +1.1% | -2.3% | +3.4% | +2.0% |
| 30D | +8.7% | -5.0% | +13.6% | +11.1% |
| 3M | -17.3% | -4.9% | -12.4% | -15.6% |
| 6M | -19.7% | -1.5% | -18.2% | -19.9% |
| YTD | +24.8% | +8.5% | +16.3% | +16.3% |
| 1Y | +31.9% | +11.4% | +20.5% | +20.6% |
| 3Y | +155.4% | +70.1% | +85.3% | +79.5% |
| All | +155.4% | +69.7% | +85.6% | +79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling