+64.4%
CARE vs VT
+23.3%
+41.0%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.6% | +0.4% | +1.2% | +1.5% |
| 30D | -8.6% | +1.0% | -9.6% | -8.9% |
| 3M | +12.9% | +2.4% | +10.6% | +12.3% |
| 6M | +53.5% | +12.0% | +41.5% | +49.7% |
| YTD | +63.8% | +15.3% | +48.4% | +56.3% |
| 1Y | +64.4% | +22.6% | +41.8% | +49.4% |
| All | +64.4% | +23.3% | +41.0% | +49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling