+20.7%
CARG vs VOO
+242.7%
-222.0%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +3.3% |
| 7D | -2.7% | -2.0% | -0.7% | -0.2% |
| 30D | -8.0% | -1.7% | -6.3% | -5.9% |
| 3M | +18.5% | +4.7% | +13.8% | +11.2% |
| 6M | +2.8% | +12.6% | -9.7% | -12.9% |
| YTD | -13.2% | +11.8% | -24.9% | -25.6% |
| 1Y | -5.9% | +17.5% | -23.5% | -24.9% |
| 3Y | +81.4% | +77.0% | +4.4% | -15.1% |
| 5Y | +5.6% | +82.6% | -76.9% | -50.4% |
| All | +20.7% | +242.7% | -222.0% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling