+85.4%
CARE vs VT
+57.5%
+27.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | +3.7% | -0.1% | +3.8% | +3.8% |
| 30D | -1.9% | -3.1% | +1.1% | +0.4% |
| 3M | -6.7% | -3.5% | -3.2% | -4.2% |
| 6M | +13.2% | +0.5% | +12.7% | +12.3% |
| YTD | +51.5% | +10.8% | +40.7% | +38.3% |
| 1Y | +71.6% | +11.9% | +59.7% | +55.3% |
| 3Y | +152.9% | +73.0% | +79.9% | +61.1% |
| 5Y | +85.4% | +58.6% | +26.7% | +29.0% |
| All | +85.4% | +57.5% | +27.8% | +29.0% |
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