+268.6%
CASY price history and return analytics
+57.0%
+211.5%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +3.6% | +2.4% | +1.2% | +2.3% |
| 30D | +9.1% | -1.5% | +10.6% | +9.7% |
| 3M | -16.5% | -4.1% | -12.4% | -14.9% |
| 6M | -19.7% | +0.6% | -20.3% | -20.6% |
| YTD | +29.3% | +11.0% | +18.2% | +20.1% |
| 1Y | +33.1% | +13.3% | +19.8% | +22.1% |
| 3Y | +158.5% | +73.4% | +85.1% | +83.6% |
| All | +268.6% | +57.0% | +211.5% | +174.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling