+84.8%
CARG vs VOO
+77.4%
+7.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.5% | +2.4% |
| 7D | +2.0% | -0.8% | +2.8% | +3.0% |
| 30D | -6.7% | -1.1% | -5.6% | -5.5% |
| 3M | +24.4% | +3.9% | +20.5% | +18.9% |
| 6M | +9.7% | +13.6% | -4.0% | -6.6% |
| YTD | -10.2% | +12.7% | -22.9% | -22.5% |
| 1Y | -5.1% | +17.6% | -22.7% | -22.8% |
| 3Y | +84.8% | +77.3% | +7.5% | -16.6% |
| All | +84.8% | +77.4% | +7.4% | -16.6% |
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