+256.4%
CAR vs VOO
+325.3%
-68.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.8% | -5.4% |
| 7D | -12.2% | -0.8% | -11.5% | -11.1% |
| 30D | -12.8% | -1.1% | -11.7% | -11.3% |
| 3M | -35.8% | +3.9% | -39.7% | -40.4% |
| 6M | +20.3% | +13.6% | +6.7% | -5.8% |
| YTD | -5.1% | +12.7% | -17.8% | -24.6% |
| 1Y | -22.5% | +17.6% | -40.1% | -43.2% |
| 3Y | -36.7% | +77.3% | -114.0% | -77.2% |
| 5Y | +47.9% | +84.1% | -36.2% | -47.4% |
| All | +256.4% | +325.3% | -68.9% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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