+50.2%
CART vs VO
+15.0%
+35.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.1% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | +23.1% | +2.0% | +21.1% | +21.9% |
| 3M | +19.2% | -0.3% | +19.5% | +19.0% |
| 6M | +45.7% | +7.3% | +38.4% | +42.3% |
| YTD | +30.9% | +15.0% | +15.9% | +26.7% |
| 1Y | +50.2% | +14.7% | +35.5% | +45.6% |
| All | +50.2% | +15.0% | +35.2% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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