+54.0%
CAR vs VOO
+80.3%
-26.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.4% |
| 7D | -8.5% | -2.0% | -6.5% | -5.3% |
| 30D | -9.9% | -1.7% | -8.2% | -7.4% |
| 3M | -32.2% | +4.7% | -36.9% | -37.8% |
| 6M | +32.3% | +12.6% | +19.8% | +5.9% |
| YTD | -1.2% | +11.8% | -13.0% | -19.9% |
| 1Y | -18.6% | +17.5% | -36.2% | -40.0% |
| 3Y | -33.1% | +77.0% | -110.1% | -75.9% |
| 5Y | +54.0% | +82.6% | -28.6% | -38.8% |
| All | +54.0% | +80.3% | -26.3% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling