+3,243.6%
CASY price history and return analytics
+346.0%
+2,897.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +1.1% | -2.3% | +3.4% | +2.5% |
| 30D | +8.7% | -5.0% | +13.6% | +12.0% |
| 3M | -17.3% | -4.9% | -12.4% | -14.9% |
| 6M | -19.7% | -1.5% | -18.2% | -19.7% |
| YTD | +24.8% | +8.5% | +16.3% | +16.9% |
| 1Y | +31.9% | +11.4% | +20.5% | +21.3% |
| 3Y | +155.4% | +70.1% | +85.3% | +76.9% |
| 5Y | +250.6% | +53.7% | +196.8% | +156.8% |
| 10Y | +556.8% | +220.0% | +336.9% | +194.0% |
| All | +3,243.6% | +346.0% | +2,897.6% | +1,139.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling