+421.5%
CARR vs VEU
+183.8%
+237.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.4% |
| 7D | -3.8% | -1.4% | -2.3% | -2.3% |
| 30D | -8.9% | -0.4% | -8.5% | -8.5% |
| 3M | -17.3% | +2.5% | -19.9% | -19.4% |
| 6M | -1.4% | +11.1% | -12.5% | -11.5% |
| YTD | +10.0% | +16.5% | -6.5% | -6.0% |
| 1Y | -6.4% | +22.9% | -29.3% | -24.3% |
| 3Y | +1.5% | +73.4% | -71.9% | -41.8% |
| 5Y | +9.3% | +56.1% | -46.8% | -31.3% |
| All | +421.5% | +183.8% | +237.7% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling