+6.3%
CART vs ITOT
+19.2%
-12.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.5% | -5.8% |
| 7D | -4.1% | +0.7% | -4.8% | -4.3% |
| 30D | -4.3% | -1.1% | -3.2% | -3.9% |
| 3M | +13.1% | +3.9% | +9.2% | +11.8% |
| 6M | +26.0% | +14.7% | +11.3% | +20.4% |
| YTD | +6.7% | +13.3% | -6.6% | +2.6% |
| 1Y | +6.3% | +19.1% | -12.9% | +3.6% |
| All | +6.3% | +19.2% | -12.9% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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