+80.0%
CARG vs VT
+69.7%
+10.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.9% |
| 7D | +4.8% | -2.3% | +7.2% | +7.4% |
| 30D | +17.3% | -5.0% | +22.2% | +23.4% |
| 3M | -7.3% | -4.9% | -2.4% | -2.5% |
| 6M | -9.8% | -1.5% | -8.3% | -9.4% |
| YTD | -12.0% | +8.5% | -20.5% | -22.1% |
| 1Y | +1.8% | +11.4% | -9.5% | -13.2% |
| All | +80.0% | +69.7% | +10.3% | -26.0% |
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 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