+130.3%
CART vs VEU
+71.8%
+58.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.2% |
| 7D | -0.6% | -0.5% | -0.1% | -0.3% |
| 30D | +23.1% | -1.0% | +24.1% | +23.7% |
| 3M | +19.2% | -3.6% | +22.8% | +21.5% |
| 6M | +45.7% | -1.2% | +46.8% | +46.0% |
| YTD | +30.9% | +12.0% | +18.9% | +18.9% |
| 1Y | +50.2% | +13.9% | +36.3% | +34.4% |
| All | +130.3% | +71.8% | +58.5% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling