+62.4%
CART vs VOO
+14.7%
+47.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | -0.1% | +0.9% |
| 7D | +1.4% | -0.7% | +2.1% | +1.7% |
| 30D | +29.7% | -1.1% | +30.7% | +30.2% |
| 3M | +29.7% | -0.3% | +30.1% | +30.0% |
| 6M | +36.8% | +7.4% | +29.4% | +34.0% |
| YTD | +31.7% | +13.4% | +18.3% | +27.1% |
| 1Y | +62.4% | +14.8% | +47.6% | +55.4% |
| All | +62.4% | +14.7% | +47.7% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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