+51.5%
CART vs VEU
+75.8%
-24.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.6% |
| 7D | +1.0% | +1.1% | -0.1% | +0.4% |
| 30D | +12.6% | +2.2% | +10.4% | +11.1% |
| 3M | +23.1% | +3.0% | +20.1% | +20.7% |
| 6M | +39.5% | +10.9% | +28.7% | +29.5% |
| YTD | +13.5% | +18.2% | -4.7% | -0.8% |
| 1Y | +14.9% | +28.3% | -13.4% | -7.2% |
| All | +51.5% | +75.8% | -24.2% | -19.4% |
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