+86.3%
CARE vs VT
+57.0%
+29.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +1.0% |
| 7D | +2.6% | +2.4% | +0.2% | +0.7% |
| 30D | -2.0% | -1.5% | -0.5% | -0.9% |
| 3M | -10.0% | -4.1% | -5.8% | -7.1% |
| 6M | +10.9% | +0.6% | +10.4% | +10.0% |
| YTD | +50.7% | +11.0% | +39.6% | +37.3% |
| 1Y | +69.7% | +13.3% | +56.3% | +51.9% |
| 3Y | +146.9% | +73.4% | +73.5% | +56.9% |
| All | +86.3% | +57.0% | +29.3% | +31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling