+16.7%
CARL vs VT
+12.5%
+4.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.5% | -7.9% | -7.7% |
| 7D | +2.2% | -0.1% | +2.3% | +2.6% |
| 30D | +2.0% | -3.1% | +5.1% | +6.0% |
| 3M | +7.1% | -3.5% | +10.6% | +11.8% |
| 6M | +50.1% | +0.5% | +49.6% | +46.5% |
| YTD | +19.1% | +10.8% | +8.3% | -4.2% |
| 1Y | +16.7% | +11.9% | +4.8% | -8.1% |
| All | +16.7% | +12.5% | +4.2% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling