-2.7%
CARS vs VT
+53.4%
-56.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.8% | -1.8% |
| 7D | +18.8% | -2.3% | +21.1% | +21.7% |
| 30D | +39.9% | -5.0% | +44.9% | +48.0% |
| 3M | +13.7% | -4.9% | +18.6% | +20.2% |
| 6M | +19.3% | -1.5% | +20.8% | +19.7% |
| YTD | +9.4% | +8.5% | +0.9% | -3.7% |
| 1Y | +20.4% | +11.4% | +9.0% | +2.1% |
| 3Y | -26.0% | +70.1% | -96.1% | -64.2% |
| All | -2.7% | +53.4% | -56.1% | -50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling