+129.5%
CARE vs VOO
+77.4%
+52.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.8% |
| 7D | -2.3% | -0.8% | -1.6% | -1.8% |
| 30D | -3.4% | -1.1% | -2.4% | -2.6% |
| 3M | +6.0% | +3.9% | +2.1% | +2.7% |
| 6M | +56.4% | +13.6% | +42.8% | +40.8% |
| YTD | +59.9% | +12.7% | +47.2% | +44.9% |
| 1Y | +57.3% | +17.6% | +39.7% | +37.0% |
| 3Y | +129.5% | +77.3% | +52.2% | +34.5% |
| All | +129.5% | +77.4% | +52.1% | +34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling