+73.5%
CART vs VOO
+76.1%
-2.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.3% |
| 7D | +0.3% | -0.6% | +0.9% | +0.7% |
| 30D | +22.4% | -3.6% | +26.1% | +25.9% |
| 3M | +15.6% | -2.7% | +18.4% | +18.1% |
| 6M | +44.9% | +2.2% | +42.7% | +42.1% |
| YTD | +30.0% | +10.9% | +19.1% | +18.9% |
| 1Y | +56.6% | +11.3% | +45.3% | +42.6% |
| 3Y | +131.9% | +76.9% | +55.0% | +19.1% |
| All | +73.5% | +76.1% | -2.6% | -14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling