+1,275.7%
CAR vs VOO
+812.0%
+463.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -2.5% |
| 7D | -4.9% | +0.5% | -5.4% | -5.8% |
| 30D | -5.9% | -0.9% | -4.9% | -4.4% |
| 3M | -25.3% | +3.9% | -29.2% | -30.8% |
| 6M | +37.3% | +14.5% | +22.7% | +5.8% |
| YTD | +4.3% | +13.0% | -8.6% | -17.4% |
| 1Y | -15.6% | +19.4% | -35.0% | -39.8% |
| 3Y | -29.3% | +78.9% | -108.2% | -74.8% |
| 5Y | +56.0% | +82.3% | -26.3% | -43.3% |
| 10Y | +268.6% | +314.2% | -45.6% | -64.0% |
| All | +1,275.7% | +812.0% | +463.7% | -65.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling