+74.7%
CART vs VOO
+78.4%
-3.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.3% |
| 7D | -0.6% | -0.9% | +0.3% | +0.1% |
| 30D | +23.1% | -2.3% | +25.4% | +25.3% |
| 3M | +19.2% | -1.2% | +20.4% | +20.2% |
| 6M | +45.7% | +3.3% | +42.3% | +41.6% |
| YTD | +30.9% | +12.3% | +18.6% | +18.5% |
| 1Y | +50.2% | +12.5% | +37.7% | +35.6% |
| 3Y | +133.5% | +79.2% | +54.3% | +18.8% |
| All | +74.7% | +78.4% | -3.7% | -15.2% |
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