+425.9%
CARR vs VOO
+251.5%
+174.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | +0.6% | -0.4% | +1.0% | +1.0% |
| 30D | -8.7% | -1.4% | -7.3% | -7.3% |
| 3M | -18.4% | +3.7% | -22.1% | -21.3% |
| 6M | -0.6% | +13.0% | -13.6% | -12.2% |
| YTD | +10.9% | +12.4% | -1.5% | -1.5% |
| 1Y | -7.3% | +18.6% | -25.9% | -22.1% |
| 3Y | +2.9% | +78.1% | -75.2% | -41.9% |
| 5Y | +9.6% | +82.3% | -72.6% | -39.5% |
| All | +425.9% | +251.5% | +174.4% | +103.9% |
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