+62.4%
CART vs VIG
+19.5%
+42.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.6% | +0.5% |
| 7D | +1.4% | +2.7% | -1.4% | -0.1% |
| 30D | +29.7% | +7.0% | +22.7% | +24.8% |
| 3M | +29.7% | +4.0% | +25.7% | +26.8% |
| 6M | +36.8% | +12.3% | +24.5% | +30.1% |
| YTD | +31.7% | +16.4% | +15.3% | +24.3% |
| 1Y | +62.4% | +19.2% | +43.1% | +49.1% |
| All | +62.4% | +19.5% | +42.9% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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