+56.6%
CART vs VLTO
+20.4%
+36.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +0.3% | +1.6% | -1.4% | -0.3% |
| 30D | +22.4% | +22.0% | +0.5% | +13.5% |
| 3M | +15.6% | +21.9% | -6.2% | +7.3% |
| 6M | +44.9% | +36.5% | +8.4% | +29.2% |
| YTD | +30.0% | +19.0% | +11.0% | +21.0% |
| 1Y | +56.6% | +21.0% | +35.6% | +44.6% |
| All | +56.6% | +20.4% | +36.3% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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