+130.3%
CART vs VOO
+79.7%
+50.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.3% |
| 7D | -0.6% | -0.9% | +0.3% | 0.0% |
| 30D | +23.1% | -2.3% | +25.4% | +25.2% |
| 3M | +19.2% | -1.2% | +20.4% | +20.1% |
| 6M | +45.7% | +3.3% | +42.3% | +41.9% |
| YTD | +30.9% | +12.3% | +18.6% | +19.2% |
| 1Y | +50.2% | +12.5% | +37.7% | +36.5% |
| All | +130.3% | +79.7% | +50.6% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling