+146.3%
CARE vs VT
+69.7%
+76.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -1.1% | -2.3% | +1.2% | +0.7% |
| 30D | -5.0% | -5.0% | 0.0% | -1.2% |
| 3M | -15.1% | -4.9% | -10.2% | -11.8% |
| 6M | +10.4% | -1.5% | +11.9% | +11.2% |
| YTD | +46.9% | +8.5% | +38.4% | +35.4% |
| 1Y | +67.8% | +11.4% | +56.4% | +50.4% |
| 3Y | +146.3% | +70.1% | +76.2% | +14.5% |
| All | +146.3% | +69.7% | +76.5% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling