+46.0%
CART vs VIG
+16.5%
+29.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.3% | +3.5% | -2.2% | -0.5% |
| 30D | +19.2% | +4.9% | +14.2% | +16.2% |
| 3M | +17.6% | +2.5% | +15.0% | +15.7% |
| 6M | +47.4% | +11.0% | +36.3% | +41.4% |
| YTD | +30.9% | +16.0% | +14.9% | +24.8% |
| 1Y | +46.0% | +17.5% | +28.4% | +38.8% |
| All | +46.0% | +16.5% | +29.5% | +38.8% |
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